Client
Aligned Wealth Management
Case Study · Full Custom Build
A wealth management firm that leads with values, not just numbers.
Aligned Wealth pairs institutional-quality portfolio management with a holistic, values-driven approach to wealth. The site needed to carry both halves of that story — the credibility and the philosophy — with equal weight.
The Challenge
Aligned Wealth needed a site that could hold two things at once: the institutional credibility of a registered advisory firm, and a genuinely different philosophy of wealth built around their “True Wealth” framework of seven essentials. The site also needed to support a growing library of video content, a self-guided assessment tool, and the compliance disclosures required of a FINRA/SIPC-affiliated firm — without any of it feeling bolted on.
The Approach
PowerUp built out the True Wealth framework as its own section with dedicated pages for each essential, wove video content throughout the site, and built a lead-generating assessment funnel tied into their contact flow. Compliance disclosures and regulatory footer content were built in as standard, site-wide elements rather than one-off page edits.
What We Built
A framework-driven site built to hold both philosophy and portfolio management.
True Wealth framework pages
Seven dedicated pages for Aligned Wealth's essentials framework, each with its own video content.
Video-driven storytelling
Embedded video throughout the site to carry the brand's tone in a way text alone couldn't.
Free assessment funnel
A self-guided True Wealth Assessment built as a lead-generation tool tied into contact flow.
Compliance-ready footer
FINRA/SIPC disclosures and regulatory language built in site-wide, not patched in per page.
The Result
Client feedback coming soon.
Running a financial or advisory practice?
We know how to balance compliance requirements with a brand that actually feels human.