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Wealthspire Advisors is an independent wealth management firm built around the aspirations of its clients, delivering fiduciary guidance across financial planning, investment management, and long-term wealth strategy. As multiple advisory firms joined forces over time, Wealthspire required a unified digital presence that clearly communicated its collaborative approach, national scale, and client-first philosophy.
With a growing platform and a diverse range of services, the website redesign focused on streamlining content, enhancing user experience, and presenting complex financial offerings with clarity and confidence. The result positions Wealthspire Advisors as a trusted, independent partner—one equipped to guide clients through the complexities of their financial lives while supporting continued growth and alignment across the firm.
Wealthspire Advisors is an independent wealth management firm built around a shared belief: clients deserve advisors who are deeply invested in helping them achieve their financial aspirations. Formed through the alignment of several respected advisory firms, Wealthspire delivers fiduciary guidance across financial planning, investment management, and long-term wealth strategy—without proprietary products or sales-driven incentives.
With a collaborative team of more than 1,200 professionals and hundreds of billions in assets under management or advisement, Wealthspire supports individuals, families, institutions, and advisors nationwide. Its holistic approach connects every aspect of a client’s financial life, providing clarity, confidence, and continuity at every stage.
As Wealthspire expanded through the integration of multiple advisory organizations, its digital presence needed to evolve. While the firm’s capabilities and scale had grown significantly, the existing website did not fully reflect its collaborative model, breadth of services, or national footprint. Complex financial offerings were difficult to navigate, and the story of how Wealthspire’s teams work together around client goals was not clearly communicated.
Managing content across teams, services, and insights also presented challenges for a growing organization. Without a centralized and scalable digital structure, it became harder to maintain consistency, clarity, and alignment—both for clients and for prospective advisors exploring the firm.
Recognizing the importance of trust, transparency, and clarity in financial decision-making, Wealthspire identified the need for a comprehensive website redesign to better support its clients and long-term growth strategy.
The website redesign focused on creating a modern, intuitive digital platform that clearly communicated Wealthspire’s holistic advisory model and client-first philosophy. Content was streamlined, navigation simplified, and service offerings organized to help users quickly understand how Wealthspire supports complex financial lives.
The UX and content strategy emphasized collaboration, independence, and planning-led advice—key differentiators for Wealthspire. The redesigned site now provides a scalable foundation for future growth, strengthens credibility with clients and advisors, and positions Wealthspire Advisors as a trusted fiduciary partner committed to long-term financial success.
Clients benefited from a significantly improved user experience, with clearer navigation, better access to advisory services and insights, and a more intuitive path to engaging with Wealthspire’s teams. Following launch, the website saw increased engagement, reflecting stronger understanding and confidence among visitors.
Internally, the redesigned website provided a more organized and scalable platform for managing content across services, teams, and thought leadership. Streamlined workflows and clearer structure made it easier to maintain consistency, freeing internal teams to focus on client relationships and strategic initiatives.
Beyond performance improvements, the project delivered meaningful organizational clarity. The redesign process helped align messaging, simplify complex offerings, and reinforce a unified firm identity—supporting more focused conversations and higher-quality client and advisor inquiries.
Feedback from Static Solutions emphasized the impact of these changes:
Qhr Solutions work has made our website much more accessible and easy to navigate for our customers, leading to fewer questions that can easily be resolved on the website. The results have been meeting expectations, and we are excited to see where this marketing push will take us. Additionally, the team has been great—they have made the process stress-free for people like us who have no experience creating a website.
The website now serves as a modern, user-centric platform that bridges Static Solutions’ rich legacy with its innovative approach to delivering industry-leading static control solutions.
Qhr Solutions is a web design and digital marketing agency that partners with businesses across a wide range of industries to strengthen their online presence, attract higher-quality leads, and improve overall marketing performance. Our approach goes beyond simply increasing website traffic—we focus on bringing in the right visitors who are most likely to engage and convert.
We design and market websites with a clear understanding of niche audiences, decision-makers, and customer intent. Whether it’s web design, SEO, or digital marketing, we help businesses communicate their products and services clearly, even when the offering is complex or technical.
By working closely with in-house marketing and sales teams, we create websites and campaigns that support lead generation and long-term business growth. Our goal is to deliver digital solutions that drive real results, not just impressions.
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