// Case study
Castle Wealth Management
Web Design
Castle Wealth Management is a fee-only fiduciary advisory firm with offices in Boynton Beach, Florida and Jamestown, New York, managing roughly $400 million in client assets. They offer investment management, retirement planning, asset protection, college planning, divorce planning, and dedicated practices serving LGBTQ+ individuals and families with special needs members.
Most wealth management sites blur into a sea of stock-photo handshakes and “your trusted partner” platitudes. Castle needed a site that read as a real fiduciary — independent, fee-only, no commission conflicts — while making room for the specialized planning practices (LGBTQ+, special needs) that distinguish them. We built the architecture around the people they serve, not the products they sell.
Professional and trust-focused, with subtle markers of distinction. White backgrounds anchored by navy and dark accents, set off with restrained gold highlights. Modern, legible typography. The layout uses organized navigation and clear CTAs (“Book An Appointment”), team photography, and icon-led service cards. Imagery balances professional headshots with diverse client photography — establishing both expertise and accessibility appropriate for a fiduciary firm.
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