Selected work / Individual advisor website

Michael Swinehart.
Coastal Wealth advisor.

A personal website organized around a clear idea: helping people understand their financial life with a guide beside them.

Michael Swinehart advisor website design across desktop and mobile devices
The website idea

A clear role.
A personal invitation.

“Your Financial Tour Guide.”

The concept gives prospects an immediate way to understand Michael’s role. He’s not simply presenting financial services. He’s positioning himself as the person who helps clients understand where they are, where they’re going, and what comes next.

Help visitors
find their place.

The design gives people approaching retirement and people building their financial lives separate ways into the story. It explains the working relationship and makes the next conversation easy to find.

Website design for an individual Coastal Wealth advisor; this is not the Coastal Wealth corporate website. The work is presented as a design example. No investment outcome, conversion result, firm endorsement, or compliance approval is claimed.

A closer view of the Michael Swinehart advisor website on laptop and phone
From this example to your practice

Your clients.
Your point of view.

Your project begins with your own story, services, ideal clients, and firm requirements. The 28-question discovery becomes a written strategy, then a custom website.

We prepare your site for firm review using the guidance you provide, and handle the requested pre-launch compliance changes.

Request a discovery call 30 minutes to see if we’re a fit.

Explore another design direction.

Harbor Financial is a fictional practice used to demonstrate an interactive website concept.

Open the fictional concept

Your reputation, online.
Let’s make sure it’s right.

Request a discovery call 30 minutes to see if we’re a fit.