Heritage Wealth Management Group Gets New Website from Surf Your Name

Norfolk Web Design - Norfolk Web Development - Norfolk Graphic Design - Financial Web Design

Though Surf Your Name serves clients all over the US (and even the world!), it’s a truly special experience to work with clients who are from our neck of the woods! There is something to be said for being able to meet with clients in person, have lunch or coffee with them and really connect on a personal level. It’s also worth mentioning that we LOVE the city of Norfolk, VA – and any chance we get to help out our fellow citizens is something we jump on immediately. That’s why our team was so excited when Heritage Wealth Management Group came to us in search of a new website.

Heritage Wealth Management wants to change the relationship you have with your money. If you are like most folks, you do not have a financial plan, and you work FOR your money. You may not know exactly what you need, but the general perception is you need more. Their goal is to build long-term client relationships through community and trust, all while building your wealth so that you can live the way you want. Their approach to wealth management is predicated on helping you drill down to determine your life goals and making sure that you’re able to achieve them. And while working with them on their new website build – the Surf Your Name got that same treatment.

Heritage Wealth is unlike any other Registered Investment Advisory (RIA), and they needed a website that would help them get that message across to potential investors and advisors who want to start enjoying their careers. The Surf Your Name team designed and developed a look and feel that felt professional, engaging and appealing to many different audiences. Our goal was to go above and beyond for Heritage Wealth, in the same way, that they do for their clients. Immediately, our team realized that stock images simply wouldn’t give them the look they were going for – so we set up a photo shoot. You can read all about the photo shoot here.

We provided a completed website for Heritage Wealth that included custom sliders, advanced pop-up contact forms, gorgeous staff bio pages, and custom edited photos and graphics. We even helped them revamp their existing logo to give it a more professional feel. The Heritage Wealth team was thrilled with the entire process and they loved the finished result. We would work with them in again in a heartbeat and look forward to a long client relationship with their entire team!

If you don’t have a website, your business is falling behind. There is no way to stand out among your competition if your business is represented online with a beautiful and results-driven website that aims to deliver. The Surf Your Name team has over 17 years of experience and we know what it takes to make your website work for you! Plus, with customer service like no other in the industry, we can’t wait to build a relationship with you & your team! Contact us today for a FREE quote – let’s work together.