Charleston Investment Advisors are an experience team of financial experts who specialise in empowering family-orientated and purpose-driven leaders to build generational wealth. They are a female-led boutique wealth management firm with over three decades of experience in the financial sector.
The previous website was functional but lacked personality and didn’t convey the brand personality. Stephanie Mackara, director of Charleston Investment Advisors and author or the book Money Minded Families, wanted the website to reflect their South Carolina base and the warm relationships her firm build with their clients. She also wanted to introduce her team and give prospective clients a feel for the people behind the brand.
We had a Design Strategy Call to decide on the project deliverables and goals for the website. I built a custom WordPress website using expert copy written by the fantastic team at The Whitter Group. As well as a beautiful new set of corporate headshots, we used images taken by a local photographer to reflect the local landscape and personality behind the brand. Behind the scenes unused plugins were removed and the site was streamlined to run as efficiently as possible. The team chose a monthly Care Plan to keep the website updated and maintained.