3rd Level Wealth / 2026
3rd Level Wealth
A purpose-led financial planning website that connects financial planning, tax strategy, and community impact through a clear audience architecture and a transparent client journey.
Public-facing experience
Context
3rd Level Wealth is a financial advisory firm built around a distinct idea: wealth should serve the individual, strengthen the family, and create meaningful impact in the wider community. The website needed to express that purpose while helping prospective clients understand the firm's financial planning and tax planning services, recognize the path that fits their situation, and know what working together would look like.
Problem
Financial services websites often rely on broad promises, dense terminology, and vague next steps. 3rd Level Wealth needed a more useful experience—one that could speak clearly to professionals, business owners, retirees, and people preparing for succession while presenting service depth, process, pricing, and regulatory information without losing warmth or momentum.
Approach
We organized the experience around the firm's three-level philosophy and four audience pathways. Purpose leads the story, audience-specific pages help visitors find relevance quickly, and a consistent progression from services to process to pricing removes uncertainty. Clear discovery calls and practical resources give visitors useful next steps without turning the site into a sales funnel.
Design
The visual system pairs editorial typography and structured layouts with warm prairie imagery, natural neutrals, and a restrained gold accent. The result feels established and personal at the same time. Large, direct headlines create confidence, while generous space and carefully paced content make detailed planning topics easier to absorb.
Engineering
The responsive Next.js website uses reusable content patterns across audience, service, process, pricing, mission, and resource pages. Scheduling, newsletter capture, and client portal access are integrated into the broader journey, with accessible navigation, responsive layouts, and technical foundations designed for clear maintenance and future growth.
Outcome
The completed website gives 3rd Level Wealth a digital presence as thoughtful and specific as its planning philosophy. Visitors can quickly identify where they fit, understand how financial and tax planning work together, see the complete client process and pricing, and move toward a discovery conversation with a clear sense of what comes next.
Across the website
Purpose, process, and service in one clear system.
