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Building wealth, trust, and digital success

The Partner

Capital Wealth Advisors (CWA) is an independent financial advisory firm specializing in serving high-net-worth families and entrepreneurs. CWA is known for offering a wide range of services, including advisory, estate planning, financial planning, and asset protection. With a strong 20-year history, the firm has expanded to +50 professionals, headquartered in Naples, Florida, with additional offices in North Carolina and Louisiana. Their team focuses on delivering personalized financial strategies to help clients manage and grow their wealth, ensuring long-term financial security and legacy planning for future generations.

CWA color palette

Opportunity

With its established reputation and commitment to growth, CWA recognized the need to modernize their digital presence and enhance brand visibility. They partnered with us to define a robust brand strategy. By leveraging the Partnership’s brand house framework, we conducted audience research that identified CWA’s value proposition with proof points that mattered to their clients. Along the way, we recommended refining their positioning statement, establishing a consistent brand voice, and updating key messaging to better reflect their expertise and leadership in wealth advisory and financial services. Ultimately, it would deliver a more seamless and engaging user experience while further elevating the firm’s reputation.
CWA website mock ups on various screen sizes

Approach

Our team used the completed brand work as a springboard to inform our web development, from copy to customer personas and even user experience. The Partnership begins every web project with a comprehensive digital audit, checking for technical challenges, accessibility analysis, missing opportunities in search traffic and gaps, as well as the website user experience and brand. Our team then presented two mood boards followed by interactive wireframes, paving the way for our dev team’s custom responsive website. With updated headlines and sharpened copy, we partnered with Capital Wealth Advisors to upgrade their overall web presence. We optimized content for search including brand optimization around organic search growth across Southwest Florida, contributing to continued growth for a partner who knows a good investment when they see one.

CWA approach section mock up

Impact

The redesign of Capital Wealth Advisors’ digital presence, a collaboration with our team, delivered results, enhancing both visibility and user engagement. Together, we achieved a 43% increase in organic search visitors, signaling a significant boost in search acquisition and visibility. Post-launch, daily session growth rose 20%, reflecting improved brand visibility and stronger user retention. Additionally, we helped CWA achieve a remarkable WAU/MAU retention rate of 23%, engaging nearly a quarter of their monthly users weekly. Our partnership, combined with CWA’s commitment to innovation, drove significant growth and elevated their digital strategy.

CWA impact gif