Client: Great Oak Wealth Management
Jim White, the founder of Great Oak Wealth Management, came to us in need of a WordPress website update. Not only was his website geared toward a clientele they no longer served it was featuring a previous team member and a brand photoshoot from over 4 years ago. It was time to refresh the brand, update the SEO + copywriting across the website, and redesign his WordPress website in a way that felt like him, while highlighting their current brand direction.
The Client Promise:
Based in Pennsylvania, we’re an independent, fee-only, fiduciary financial planning firm. Our refreshingly straightforward client-focused approach is honed on years of experience, and a genuine desire to help our clients align their personal finances with their goals of a financially secure future.
What Jim Had to Say:
