About the Firm
Potomac Wealth Management is an independent, fee-only registered investment advisory firm based in the Washington DC area and serving individuals and businesses nationwide. As fiduciaries, the firm is legally and ethically bound to act solely in clients' best interests, free of the sales pressures and product incentives common at banks and brokerages. Its personal wealth management practice favors enduring, low-cost, well-balanced portfolios across asset classes, a steady-as-she-goes philosophy that helps clients stay the course. The firm also designs and manages business retirement plans, acting as a §3(38) fiduciary and specializing in passively managed funds that keep administration costs down.
Project Overview
Potomac Wealth wanted a website that communicates the value of independent, conflict-free advice under its banner of "Harness the Power of Independence," and gives clients quick access to the tools and information they rely on.
Our Approach
Custom WordPress Theme:
RT7 Media designed and built a custom WordPress theme with a classic, confident look: serif typography, clear pages for personal wealth management and business retirement plans, an FAQ, investor tools, and a blog the firm can publish to directly.
Built for an Advisory Practice:
From investor tool links to service descriptions written for a regulated industry, the site was structured around how an advisory firm actually operates, with contact paths and disclosures that hold up to compliance review. Content highlights the distinctions that matter to prospective clients: fee-only compensation, fiduciary duty, and independence.
Results
A professional, easy-to-navigate presence that positions the firm's independence as its strength, explains both the personal and business sides of the practice, and turns visits into conversations.