Industry: Financial Planning & Wealth Management
Website: htrwealth.com

Project Overview
HTR Wealth is a boutique wealth management firm focused on delivering personalized financial planning and investment strategies. The website was developed to clearly communicate their holistic approach, showcase expert advisors, and simplify client onboarding and consultation scheduling.

Key Features

• Detailed service breakdown including financial planning, retirement strategies, investment management, and tax optimization

• Advisor profiles highlighting credentials, areas of expertise, and personal bios

• Client portal access for account login and document management

• Educational resource section featuring articles, insights, and financial planning tools

• Consultation scheduling tools and clear lead-generation forms throughout

Role & Deliverables

• Customized Elementor website built on WordPress

• Designed structured service pages and advisor profiles with client-first language

• Integrated responsive design, fast load speeds, and streamlined UX

• Set up lead capture forms, consultation booking workflows, and client portal access

• Created content framework to support thought leadership and client education

Outcome
A refined, trust-building website that reinforces HTR Wealth’s commitment to personalized financial guidance and enables smooth client engagement and conversion.