Squarespace ReDesign for Montgomery Wealth Management

Montgomery Wealth Management Site ReDesign

Jason posted that he needed help to revamp and clean up his Squarespace website that a family member did for him. He didn't want the site to be another stuffy wealth management site though, so we kept his purpose and mission the focus and gave the site a welcoming and family-feel.



I worked closely with Jason to ensure that every part of the re design was what he had in mind and truly captured the reason he does what it does, and conveys to clients that he values them.





The previous pricing page was a bit confusing for someone that doesn't truly understand the ins and outs of wealth management, AKA his target audience. So I revamped the pricing breakdown page to be transparent as he wanted but easier to understand as a client.





The resources page was also just a list of the books he is willing to lend to his clients, and it wasn't very visual. In order to make it easier for clients to navigate and understand the books that were being offered, I added the cover images.





I also wanted to ensure that navigation was easy for clients and added navigation to relevant pages at the bottom so that clients could easily continue their journey through Jason's website.





Check out the live site!!