Professional Services

Pacific Spirit Investment Management

Services:

  • Custom WordPress
  • User Experience Design
  • Web Design

About the Company

Pacific Spirit Investment Management is a boutique wealth management firm with over 20 years experience helping clients achieve their financial goals. Led by a Five Star Wealth Manager, the team provides tailored, tax-smart solutions from an independent perspective. Working on a fee-for-service basis, they offer expertise in portfolio management, estate planning, taxes and insurance evaluation.

Objectives
  • Improve device accessibility through Responsive Web Design
  • Effectively communicate company identity, goals, and objectives
  • Increase organic SEO search results and boost overall conversion
  • Feature more emphasis on services to maximize the client experience
Phase 3

Bringing it All Together

The WordPress format, as customized by our ace developers, has provided the team at Pacific Spirit Investment Management with a newly responsive content management system; a website optimized for increased conversions. Valuable additions such as the drag down FAQ menu, contact page inquiry form, and news section for blog posts, allow prospective clients the opportunity to engage successfully with the brand online.

View Finished Site

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