WestPoint Financial Group

westpointfinancialgroup.com

A mission-driven financial services firm

WestPoint is a large, mission-driven financial services firm with a boutique feel. Through their extensive resources and peer-to-peer support, WestPoint empowers a network of financial professionals to provide comprehensive, personalized financial planning services to their clients.

The challenge

Balancing multiple audiences with one strong brand voice

WestPoint’s existing website wasn’t painting an accurate picture of the financial services firm. They came to Orbit for a site that would better reflect the scale and polish of their firm, encourage more job applicants, clearly lay out their services and perform well in search. They needed a modern platform to:

  • Balance messaging for potential clients and job seekers
  • Clearly showcase their full suite of financial offerings
  • Highlight their mission, culture and brand values
  • Achieve UX, SEO and CRO best practices

The solution

A polished platform that builds trust and drives growth

Orbit’s team delivered a bold new site complete with strategic, search-optimized messaging, elevated design and smart UX enhancements. WestPoint’s content and site navigation was restructured to highlight their key services while still reflecting the firm’s culture. Key wins:

  • Clear, dual-audience messaging that builds credibility and trust
  • Modern, professional design aligned with WestPoint’s culture
  • Upgraded advisor bios with filtering and dynamic team stats
  • Intuitive CMS for easy updates and long-term flexibility

Partner with Us

Since 2001, the Orbit web design and development team has been creating custom sites and managing tricky integrations. We’re content management experts and work closely with web strategists and project managers to create your perfect site.