Case Study: Strategic Wealth Advisor strengthens its website, brand, and sales path with Graticle

Strategic Wealth Advisor launches a new website and brand with Graticle in 1 project

Strategic Wealth Advisor, a Chicago-based financial firm, already had a website but found it was ineffective, lacking a clear sales path and overall strategy. They needed a new approach but lacked the in-house capabilities to achieve it, so they engaged the web design vendor Graticle.

Graticle developed a new strategy and completely redesigned the website, also creating a new logo and brand for the client. A key part of their solution was customizing the site and providing training videos so the staff could manage it themselves. The client reported an excellent experience, praising Graticle's intuitive work and customer service, and has since recommended them to other companies.

Strategic Wealth Advisor