Project Overview: Website Rebuild for Lattice Wealth Management
Client: Lattice Wealth Management
Location: San Jose, CA
Industry: Wealth Management
About Lattice Wealth Management
Lattice Wealth Management provides comprehensive cash management services tailored to business entities, offering accounts with high-interest rates and customizable maturity dates. They also specialize in creating retirement benefit plans for businesses, tailored to either entire employee populations or specific key employees, with the goal of retaining top talent.
Project Scope: Website Rebuild
Objective
Michael Ross, the owner of Lattice Wealth Management, approached us to create a website targeting three distinct audiences: business owners preparing to sell their businesses, business owners who have sold and are planning for retirement, and IT professionals. He wanted the website to tell a compelling story, connecting with these audiences and offering financial planning solutions tailored to their needs.
Our Approach:
We designed a sleek, responsive website using WordPress and Elementor Builder. The website’s design balances professionalism with user engagement, ensuring a seamless experience across devices. However, the true strength of the site lies in its content. We focused on telling a story that resonates with the target audience, helping Michael convey his expertise in financial planning and wealth management.
Key Requirements
- Targeted Storytelling: Content tailored to business owners and IT professionals to effectively communicate Lattice Wealth’s services.
- Responsive Design: Ensures a seamless experience on both desktop and mobile.
- On-page SEO: We implemented on-page SEO strategies to improve online visibility and attract potential clients searching for financial planning services.
With these strategies in place, the new Lattice Wealth Management website is positioned to connect with business owners and IT professionals in San Jose and beyond, showcasing their unique services in a clear, engaging way.
