Wealthquest

All Under One Roof

A Better Way to Navigate Wealth

Wealthquest is a full-service wealth management firm that offers financial planning, tax, estate, and investment services—all under one roof, for one transparent fee. While many competitors specialize in just one vertical, Wealthquest’s strength lies in its integration: one team, one process, no handoffs— and we wanted their updated site to clearly showcase it.

The challenge was translating that simplicity into a digital experience. Their old site was functional but dense—buried in paragraphs, lacking hierarchy, and visually inconsistent with their evolving brand. The new site needed to reflect who they are: approachable, professional, and quietly innovative.

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Key Objectives

Reimagine content flow to support readability and user decision-making

Use intentional whitespace to slow down the experience and support visual hierarchy

Translate the four core offerings with an ownable brand system, and scalable CMS systems

Showcase the team’s warmth through photography and copy tone

The site’s framework started with a decision to strip back. Financial services sites often overwhelm—so we chose to whelm, strategically. Copy was pared down. Layouts breathed. And each of the four service offerings was matched to a color and a pin—mirroring Wealthquest’s logo and reinforcing the value of integration. The result: a site that slows the scroll, elevates the message, and delivers a digital experience as considered as the firm itself.

Where Simplicity Leads

Design decisions were shaped by the brand’s tone: professional, not cold; personal, not casual. White space became an active design tool, shaping flow and attention. The service landing page uses this pacing to guide users through offerings one at a time, supported by microinteractions and soft transitions. Custom photography was placed carefully to add connection, not clutter.

The build included advanced Webflow features: a sticky-scroll animation on the services page that syncs content with logo transformations, a horizontally scrolling company timeline, CMS filters for staff and resource content, and dynamic CMS embeds for the firm’s podcast. Every interaction was calibrated for UX integrity—subtle but structured.

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A Platform Built to Maintain Trust

In a category where complexity is often the norm, this project became a study in restraint. Wealthquest’s new site feels like their service model—integrated, transparent, and thoughtfully paced.

It brings the firm’s personality forward not through volume, but through structure. A digital space that respects time, supports decision-making, and reminds visitors that sometimes, less really is more.