a new look into
finance & real estate
This project focused on creating a modern digital presence for Legacy Wealth that communicates credibility, simplifies complex services, and guides clients toward building lasting financial security, and highlighting the company's mission, "helping families build and protect generational wealth" into a digital experience that feels approachable, transparent, and credible.
project summary.
Legacy Wealth needed a website that could clearly communicate its dual expertise in real estate and financial planning while building trust with clients who are often skeptical of financial services. Competitor websites were either too jargon-heavy, lacked transparency, or failed to show the human side of the business. This left clients feeling uncertain about whether they could confidently engage with a firm for something as important as long-term wealth building.
the problem.
The new Legacy Wealth website was designed to be approachable, transparent, and professional. It highlights core services in simple language, showcases the team to humanize the brand, and uses trust signals such as numbers served and partner affiliations. Clear calls-to-action and streamlined navigation guide users from curiosity to contact, creating a digital experience that builds confidence and encourages engagement.
the solution.
LEGACY WEALTH
client website
modern, trustworthy website for that enables potential & existing clients to explore the company’s services in real estate & financial sectors
my research methodology.
I used a mixed-method approach that included client surveys to identify key website needs, stakeholder interviews to align with business goals, and competitor analysis to benchmark industry practices. Insights were synthesized into proto-personas capturing client motivations and frustrations. Low-fidelity wireframes were then tested with a small group of clients, and feedback guided iterations on navigation, service hierarchy, and calls-to-action. This process ensured the final design emphasized clarity, trust, and accessibility.
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Surveyed 20 current clients of Legacy Wealth
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Interviewed 5 prospective clients looking for real estate / finance services
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Competitive analysis: reviewed 5 competitor websites in the Texas real estate + financial planning space
| “When I visit a financial website, I don’t want to feel lost in jargon. I just want to quickly understand what services are offered and feel confident that I’m working with people I can trust.”
- Legacy Wealth Existing Client
summarized survey findings.
What information do you look for immediately?
Most commonly elected features:
Who the people are (team)
Credentials
What specifically the services are
Case studies/success stories
Fees
Mission/Values.
What makes you trust a financial / real estate firm website?
Clean, professional design, clear contact info, testimonials from previous clients, family-oriented statements and images, visual evidence of success (properties moved, assets under management).
What do you dislike about competitor websites?
Most commonly elected responses:
Uses jargon leading to confusion
Feels pushy or sales-y
Lack of clarity around cost or fees
Hard to find how to get in touch
Bland visuals not captivating or relatable.
user insight.
Users want financial and real estate services to be presented with simplicity and transparency, while also feeling reassured that the company understands their concerns and will guide them with honesty and care so they can make confident decisions without stress or uncertainty.
unique value proposition (UVP).
Legacy Wealth offers a unique integration of real estate & financial planning services, combining local market expertise with personalized, education-first guidance & empowering families like yours to secure their present and build a lasting legacy, free from confusing jargon or hidden surprises.
my ideation process.
feature prioritization matrix.
Feature | Impact (High / Medium / Low) | Effort (High / Medium / Low) | Priority |
|---|---|---|---|
Clear description of services (Finance / Real Estate) | High | Medium | High |
Team bios with photos & credentials | High | Medium | High |
Client success stories / case studies | High | High | Medium-High |
Educational blog / resources / FAQ section | Medium | Medium | Medium |
Clear calls to action (Contact, Join, Let’s Chat) on every page | High | Low | High |
Visual trust signals (partner logos, numbers: “X families helped”, etc) | High | Low | High |
Calculator or interactive tool for prospective clients (e.g. “what you might need to invest”) | Medium | High | Medium |
Pricing transparency (or at least pricing model) | High | Medium | High |
Multi-state / geography specific info | Low-Medium | Low | Medium |
strength.
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Focused UX for 5–40 unit owners
Clear dashboard hierarchy; action where context lives -
Lightweight setup; imports CSV
weaknesses.
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Limited accounting depth vs. enterprise PM tools
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Desktop‑first; mobile is responsive but not native
opportunities.
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Automated reminders + smart nudges
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Partner integrations (payments, insurance, tax docs)
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Portfolio insights (cash‑on‑cash, vacancy risk)
threats.
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Incumbent PM suites adding SMB tiers
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Payment providers bundling basic PM features
s.w.o.t analysis.
The Legacy Wealth website is strengthened by its professional design, clear dual focus on financial and real estate services, and strong trust signals. However, it risks overwhelming users with information and lacks visible pricing or case studies. Opportunities exist to build credibility through testimonials, localized content, and educational tools, while threats include established competitors, regulatory limitations, and potential barriers for less financially literate users.
User Persona - Prospect
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hi-fi prototype & final presentation
