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.
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.



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.

Let’s grow your company together.
Get a free proposal from the team behind $2.1 billion+ in client revenue.
"*" indicates required fields
We reply within one business day.



