Industry: Financial Advisory & Wealth Planning
Website: shintaniwealthmanagementservices.com

Project Overview
Shintani Wealth Management Services is a boutique financial advisory firm offering personalized wealth planning, retirement strategies, and investment guidance. The website was crafted to clearly articulate their service offerings, highlight advisor expertise, and simplify client onboarding and contact processes.

Key Features

• Detailed presentation of services, including retirement planning, investment strategies, tax considerations, and risk management

• Advisor profiles with credentials and areas of specialization to build client trust

• Secure client portal access and download options for essential forms and resources

• Educational content featuring articles, market insights, and resource guides

• Lead-generation tools with clear calls to action for consultations and inquiries

• Mobile-responsive design for seamless user experience across devices

Role & Deliverables

• Customized Elementor website built on WordPress

• Structured service pages and advisor profile templates

• Integrated secure portal access and downloadable resources

• Designed responsive layouts with brand-aligned visuals

• Set up lead capture forms and consultation booking workflows

Outcome
A refined, professional online presence that reinforces Shintani Wealth’s expertise, enhances client trust, and drives efficient onboarding and communication.