Thrive Advanced Wealth Management

Thrive Advanced Wealth Management is an independent, fiduciary wealth advisor based in Provo, Utah, serving clients nationwide.

Client
Thrive Advanced Wealth Management
Industry
Professional Services
Project
Website design
Location
Provo, Utah
Thrive Advanced Wealth Management homepage: an independent wealth advisor in Provo, Utah
Thrive Advanced Wealth Management website on a phone

Overview

About Thrive Advanced Wealth Management

Thrive Advanced Wealth Management is an independent, fiduciary wealth advisor based in Provo, Utah, serving clients nationwide. The website speaks to individuals, families and business owners who have built something worth protecting, and walks them through retirement planning, investment management and tax strategy, then into a complimentary first visit.

The challenge

What Thrive Advanced Wealth Management needed

  • A brand new company starting from scratch
  • A need to show expertise and earn trust fast
  • AI logo concepts that weren't ready to use

Thrive Advanced Wealth Management was starting a brand new company, so they were starting completely from scratch. They needed a website that showed how advanced and capable they are, and that made it effortless for people to reach out. They also had a few AI-generated logo concepts, but nothing finished or ready to use everywhere a growing firm needs a logo.

The solution

The professional service website we built

  • A premium website showing partners, capabilities and services
  • A clear path to get in touch on every page
  • A refined logo and complete logo package

We built Thrive a premium, intuitive website that showcases their partners, their capabilities and their services, with a clear path to get in touch on every page. Alongside the website, we refined their logo from the early concepts and delivered a complete logo package, with each element broken out so they can use their brand anywhere they need it.

The results

What changed for Thrive Advanced Wealth Management

  • A website that shows their expertise and helps build trust with families, locally and across the country
  • A premium look that matches the caliber of their work as wealth managers
  • An easy way for people to reach out, right from the website
  • A refined logo and a complete logo package ready for any use

“Ezra and team were great to work with! My site turned out just how I wanted it. Not only did we get the site built out, but I got so much support on content. Ezra took my ideas and feedback and really understood where I was hoping to land with it. He also found stock photos, and came up with some really great options I hadn't even considered. Then, he let me revise even the smallest detail until I was completely happy with everything. Lastly, I really appreciated the final onboarding call and how easy the site transfer was. All for a very competitive price! Highly recommend!!”
Mindy PerezThrive Advanced Wealth ManagementGoogle review

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