Helping Middle Class Millionaires Build Their Wealth

Empowering growth through digital strategy and financial storytelling

Urban Emu partnered with Entrust Financial, a woman-founded, fee-only wealth management firm, to transform their digital presence and connect with their ideal client—high-net-worth individuals seeking trusted financial guidance. The project focused on a full website redesign and social media strategy to elevate brand perception, drive engagement, and simplify complex financial information for a sophisticated audience.

We conducted in-depth UX research, built user personas, and restructured the site’s architecture to improve navigation and clarity. The new site uses bold messaging, white space, and original video to reflect Entrust’s professional yet energetic brand. In parallel, we developed a personalized social media strategy, delivered team training, and launched targeted paid campaigns to grow their digital reach.

Results:

• Modernized website tailored for high-net-worth clients
• Clear, digestible content structure for a highly educated audience
• Increased social engagement through personalized content strategy
• Scalable foundation for ongoing digital marketing and lead generation