About the Firm
Clarion Wealth Management Partners is an independent wealth management firm built around a simple promise: preserve, protect, and grow your wealth. Led by Founder and President David Young, the firm takes a disciplined, values-based approach that treats wealth as more than a portfolio, encompassing personal, spiritual, relational, and financial well-being. Clarion's holistic practice covers asset protection, estate and retirement planning, cash flow management, tax considerations, and investment advice, and the firm maintains managed partnerships with attorneys, tax specialists, and investment designers so clients get coordinated advice across their whole financial life.
Project Overview
Clarion needed a web presence that matched the caliber of its practice: calm, credible, and clear, with the professionalism prospective clients expect before entrusting a firm with their portfolio. RT7 Media serves as Clarion's ongoing digital partner, delivering the website, video content, and continued support.
Our Approach
Custom WordPress Theme:
RT7 Media designed and built a custom WordPress theme for Clarion, with restrained typography, a warm and understated palette anchored by the firm's signature beige, and clean page structures for the team, approach, and account access. Every element was designed to convey stability and trust.
Video Production & Integration:
Prospective clients want to see and hear who they will be working with, so we built video into the heart of the homepage. RT7 produced and edited a "Get to Know Clarion" introduction featuring David Young speaking directly to the values, process, and partnerships that guide the firm, along with a four-part topic series: Our Approach, Navigating Life, Our Client Process, and Who We Serve. Each piece was edited, branded, and integrated with clean in-page players so a visitor can meet the firm before ever picking up the phone.
Compliance-Aware Build:
Advisory websites carry regulatory obligations that most web shops never think about. We structured Clarion's site with the firm's required disclosures and account-access links handled cleanly, so the site supports the compliance review process instead of fighting it.
Results
A fast, polished web presence that reflects the firm's standing and lets prospective clients meet the team on video before the first conversation. The site presents Clarion's approach clearly, holds up to compliance review, and gives every visitor an easy path to schedule a consultation.