Insight Wealth Strategies | Modern Website Redesign

/ Project Overview

Insight Wealth Strategies is a boutique fiduciary RIA firm providing luxury financial planning and investment management services for high-net-worth pre-retirees and retirees. With offices in San Ramon, CA and Houston, TX, the firm recently surpassed $1 billion in assets under management and sought to elevate its digital presence to reflect its growth, reputation, and modern white-glove client experience.

Blennd partnered with Insight to completely redesign and rebuild their website from the ground up — delivering a modern, intuitive, and conversion-focused digital experience that positions Insight as a trusted guide in wealth management.

/ The Challenge

The previous Insight Wealth Strategies website no longer reflected the sophistication of the brand or the clientele it served. The site’s visual design felt outdated, its navigation structure was cluttered, and technical performance was hindered by an aging Elementor framework and dozens of redundant plugins. While the site still generated a strong volume of leads, the overall user experience did not align with the firm’s “white-glove” service standard — and it was attracting many unqualified leads.

Another critical consideration was SEO. The existing site ranked highly for key search terms related to financial and retirement planning, so maintaining search performance during the redesign was essential. In addition, the firm’s marketing team managed frequent content updates internally and needed a new platform that would make publishing more efficient and less dependent on plugins or developers.

Ultimately, the challenge was to create a visually stunning, highly performant website that elevated the brand, refined the user journey, and continued to drive qualified lead generation — all without compromising years of SEO momentum.

/ The Solution

The new website takes inspiration from Insight’s lighthouse brand symbol — a metaphor for guiding clients through uncertain financial waters. The resulting visual system pairs deep navy and slate tones with bright gold and amber accents, creating a sense of confidence, sophistication, and warmth. Large full-screen layouts, refined typography, and strong visual storytelling create an immersive first impression that instantly communicates trust and professionalism.

To modernize the platform, Blennd rebuilt the site on a custom WordPress framework using Advanced Custom Fields (ACF), replacing Elementor entirely. This upgrade improved site speed, security, and scalability, while giving the marketing team complete control through flexible block templates. The ACF-based structure allows for seamless updates to content, imagery, and page layouts without risking performance or stability.

The new information architecture simplifies navigation and user journeys around the firm’s core audiences. A “Who We Serve” section helps users identify themselves and access relevant services, while key conversion points throughout the site make it easier for visitors to request consultations, download resources, or subscribe to Insight’s newsletters.

/ Results

The transformation positions Insight Wealth Strategies as a leader among modern, boutique RIAs. The new design captures the essence of a billion-dollar brand while preserving the firm’s personal, relationship-driven approach. The updated platform provides a faster, more reliable, and more flexible foundation for ongoing growth, with improved accessibility, SEO, and content management capabilities.

Stakeholders have praised the site’s elevated aesthetic, intuitive structure, and luxury feel — noting how it better reflects the Insight experience clients receive offline. The new website has further strengthened lead generation, attracted higher-quality prospects, and reinforced Insight’s status as a trusted authority in financial planning and investment management.

The partnership between Blennd and Insight demonstrates the power of aligning brand, technology, and strategy to create a digital experience that drives measurable business growth while authentically representing the firm’s legacy and vision for the future.