About Harvard Wealth Strategy & Management

Harvard Wealth Strategy & Management (HWSM) is a New York City firm dedicated to family legacy and education. It offers education, consulting and investment services tailored to its clients.

Challenge

HWSM needed a website to present its range of tailored services. The site had to be easy to navigate and give prospective clients a direct way to get in touch.

How we helped Harvard Wealth Strategy & Management.

Website Design

SmartSites builds a custom website for a wealth advisor

A custom WordPress website for Harvard Wealth Strategy & Management, a New York firm focused on family legacy and education, presenting its education, consulting and investment services.

  • Design & UX: A modern, serious design with video keeps the site easy to navigate.
  • Platform & functionality: WordPress service and about pages present the firm’s education, consulting and investment offerings.
  • Conversion flow: Service pages lead prospective clients to a contact form.
Harvard Wealth Strategy & Management homepage on a laptop
Harvard Wealth Strategy & Management homepage on a tablet
Harvard Wealth Strategy & Management homepage on a phone
  • 6 Pages built
  • WordPress Platform
  • Contact form Lead capture
Families choosing a wealth advisor want clarity and credibility, so a clear, well-organized service site supports that first conversation.

Marketing that brings in more buyers.

We’ll find where your next buyers are coming from, and build the plan to bring them in.

On a free call, we’ll:

  • Show you which competitors win the buyers you want, and why.
  • Find the quickest wins in search, ads and your website.
  • Give you a plan, a budget and the results to expect.
  • The Manifest Top B2B Advertising Company
  • Clutch Top B2B Marketing Company United States 2026
  • GoodFirms Top Web Design Company
  • #1 Best SEO Services 2026 by Forbes Advisor
  • Forbes Advisor Best Web Design Companies: Best for Local Businesses
Stephanie Cook Zach Everett Danielle Denman

Let’s grow your company together.

Get a free proposal from the team behind $2.1 billion+ in client revenue.

"*" indicates required fields

What services are you interested in?

We reply within one business day.