The Wealth Syndicate

About the Brand

The Wealth Syndicate is a financial advisory service dedicated to helping professionals and entrepreneurs build generational wealth through education, planning, and strategy. Their mission centers on financial empowerment, transparency, and long-term growth.

⸻

What I Provided

The client partnered with By.LaurenSimone for a complete website refresh and platform migration designed to enhance user experience, elevate brand perception, and prepare for scalable growth.

Deliverables included:
• Website Redesign: Full redesign with new layout, sections, and visual updates across 3–4 key pages.
• Platform Migration: Seamless transfer from Squarespace to Wix for improved functionality and flexibility.
• Homepage Animation + Dynamic Video Integration: Added movement and visual storytelling to engage visitors and highlight the brand’s mission.
• Email Marketing + Automation: Setup of automated lead-nurture and client communication flows.
• Membership Model Readiness: Configured backend systems to support subscription-based programs and gated client access.
• Client Portal + Event Calendar: Created a private hub for client resources, events, and financial sessions.
• Light Copy Refresh: Updated and optimized text content in collaboration with the client’s copywriter.
• Training & Post-Launch Support: Provided one-on-one walkthrough, analytics dashboard setup, and short-term performance tracking.

⸻

The Challenge

The Wealth Syndicate needed a modernized digital experience that reflected its credibility and growth while offering a seamless, professional user journey. Their existing website lacked visual hierarchy, automated systems, and engagement-driven design to support their expanding audience.

⸻

The Solution

We executed a full design transformation — balancing modern aesthetics with functionality.
• Introduced dynamic visuals and video elements to humanize the brand and build trust.
• Reorganized content for intuitive navigation and stronger storytelling.
• Built a scalable backend ready for future membership, client portals, and events.
• Connected automated email flows to streamline client onboarding and nurture sequences.

⸻

Results
• A refreshed and modern digital identity that reflects professionalism and financial confidence.
• Improved functionality through automation, booking systems, and client portals.
• Increased site engagement through motion, video, and interactive layouts.
• A foundation ready to scale into membership programs, community offerings, and digital education tools.