Case Study for:
Coastal Wealth Advisors

 The Company

Coastal Wealth Advisors is a wealth management firm in Johns Island, SC. They provide personal financial planning and wealth management services.

 The Challenge

Justin’s previous website, built by a major national web host, failed to reflect the firm’s crisp, bespoke brand. It was not responsive on mobile and was clunky to navigate. The project posed an additional layer of complexity: working in the highly regulated financial industry with strict rules about what can and, most importantly, cannot, be said on a website. Every design and content choice had to be compliant while still communicating professionalism and trust.

 The Process

The Colophon team rose to the challenge by applying our proven three-phase development methodology:

– Designed a streamlined, elegant navigation to improve user experience and highlight key credentials.
– Crafted a modern, mobile-first responsive design using our expertise in custom WordPress theme development
– Showcased the Coastal Wealth Advisors’ team’s impressive credentials in a way that was both visually striking and fully compliant with regulatory standards.
– Leveraged our SEO expertise to build a sitemap that supports discoverability without compromising compliance.
– Managed content revisions carefully alongside the customer to ensure every word met industry regulations.

 The Solution

The result is a meticulously crafted website that balances regulatory compliance with clean, modern design and exceptional usability. Coastal Wealth Advisors now has a platform that reflects their brand, communicates their services clearly, and builds trust with prospective clients in a highly regulated space.

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