Project Overview
Potomac Wealth Management is an independent advisory firm serving clients across the Washington DC area. The firm wanted a website that communicates the value of independent advice 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 service pages, 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.
Results
A professional, easy-to-navigate presence that positions the firm's independence as its strength and turns visits into conversations.