Active Wealth Management – Site Build
A full website build for a wealth management firm, designed and developed in WordPress with ACF and hosted on WP Engine. Because it's a financial services business, the content went through several rounds of review to make sure everything stayed compliant.
Active Wealth Management needed a professional, trustworthy website befitting a financial services firm, and I handled the complete website creation cycle, domain, hosting, design, development, and client collaboration, from start to finish. As with all of my builds, I owned every stage of the process and delivered a finished, fully managed site.
The build began by working closely with the client to capture their vision and translate it into a design that communicates credibility and professionalism, qualities that matter enormously in the wealth management space. I designed a clean, polished layout and refined it collaboratively with the client until it reflected exactly how they wanted their firm to be perceived.
I developed the site in WordPress using Advanced Custom Fields, creating custom content blocks that let the client manage their messaging and pages without needing to touch code. The result is a flexible, maintainable site with a design system that stays consistent no matter how the content evolves.
What set this project apart was the compliance process. Because wealth management is a heavily regulated industry, the site’s content couldn’t simply be written and published. It had to go through several rounds of edits and review to ensure every claim, disclosure, and piece of language met regulatory compliance standards. I worked through each round patiently with the client, adjusting copy and structure until everything was approved, so the final site is both compelling and fully compliant.
On the technical side, I registered and configured the domain, set up hosting, and manage the site directly on WP Engine, keeping it secure, fast, and maintained well beyond launch.