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Project showcase for wealth advisor

Project Details

Cadeau wanted a site that reflected their branding, values and expertise while engaging each various type of potential client they serve.

Our solution combines warm colors against a background resembling their company’s hard cover brochure.

Cadeau home page

We wanted the site to be sticky. One that Cadeau could use in lieu of brochures during client visits, and that clients use to access their personal online investment portals.

Cadeau inside page

Visit the Cadeau site

« Portfolio

Cadeau - Where Life Meets Wealth

Opportunity

Cadeau home page

Cadeau’s managing principal, Chris Jacob, has over 25 years experience as a wealth counselor specializing in asset preservation, philanthropic charitable gifting and family legacy planning in St. Louis.

Chris wanted a website reflective of the way he works — alongside wealth holders and their existing advisors. Main columns each have another column alongside where clients interact with main column information.

Cadeau is actively engaged in education for nonprofits and other advisors. The advisor section is password protected.

Engagement

Cadeau inside page Cadeau did not have an existing website and limited content. Mostly, they wanted to repurpose their investment in existing marketing material and tools. Brochures, video CDs, article reprints… everything was mailed to us.

Their site goals:

  1. communicate the company’s values, expertise and unique approach as wealth advisors
  2. target the type of families, adviors and nonprofits with which they wished to be engaged
  3. give people reasons to come, stay and refer the site to others
  4. inform the philanthropic-minded world of their services, accomplishments and activities

contact form speaker request

To make it easy for individuals or organizations to engage Cadeau, forms are not only easy to use but ensure that site visitors see all available areas of expertise.

Perspective

Cadeau’s Website is a vital component in their overall marketing campaign. We continue to be engaged in regular site updates.