Wealth Management Website and App

My role:  Creative lead, Ideation, and direction / Design collaboration / Creative spokesperson to client.

Description: A wealth management firm who dealt mostly with financial professionals and institutional investors came to us with an interesting challenge. They recently purchased the entire mutual fund line from a military-based banking and investment company, and they needed to transform their site to align with the new influx of casual individual investors. We provided a triaged experience that allowed us to balance satisfying their current professional audience with an entirely new consumer audience made up of militarty personel and their families.