Clearview Wealth Management

As a Charlotte based website design and development team, we are proud to serve many local businesses who are part of Charlotte’s thriving financial services industry. Our client, Clearview Wealth Management, is a member of this community, providing fee-based financial planning services to families and individuals.

The Clearview team came to us in need of a completely new website. Their website design and messaging had become outdated, and they wanted a high-quality web presence that would help them succeed in this very competitive industry.

One of the first parts of this website project that we discussed was the copywriting. The Clearview team recognized the importance of quality copy in connecting with prospective clients, validating their expertise as professionals, and building trust with clients. They requested to work with our copywriting partner to ensure that the copy would be written correctly for website marketing, optimized for SEO, and positioned for external audiences. Furthermore, the Clearview team wanted to remain focused on serving their clients rather than being burdened by this time-consuming task!

As for the website design, the Clearview team wanted a clean, corporate style design. We incorporated the look and feel of their company’s logo and the brand’s blue and gold colors. They requested stock photos showing clear nature views, as a nod to their company name. The team took new head shots and group photos, which give the website a personal feel.

The home page is designed so visitors can scan it quickly. Design features such as the “stats that count” box to call out key information that validates the company. The “Why Clearview” page uses icons to help highlight key reasons why a client should choose Clearview. Clearview has an excellent “Case Studies” page under the Services tab. The case studies provide a closer look into the type of work that Clearview does for clients, allowing it to distinguish itself from other financial services firms. The “News & Insights” page is where the Clearview team posts their blog articles, feeding new content to the website which helps boost traffic from search queries. Long-form article writing is the perfect way for the Clearview team to share their expertise while increasing keywords on the site that are valuable for SEO. The website has a password protected portal where information can be shared with clients, a useful feature that is handy for both the staff and clients.

Our Bellaworks team continues to support Clearview’s digital marketing efforts with ongoing website hosting services. We make sure that their website remains secure and running smoothly. Our team trained the Clearview team on how to make their own content updates to the website. When they want Bellaworks’ assistance, we are always ready to help!

Does your company need an updated website that is professionally designed and optimized to compete online? Contact us, and let’s talk!

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