
CFG Wealth Management
Within a week of the rebuild, CFG's CEO was using the new site to open conversations with a business they're looking to acquire.
- WordPress
- Website rebuild

The brief
CFG Wealth Management is a wealth-management firm with trusted advisors since 2002, according to its own site. The old site was a decade-old advisor template with a stock sailboat for a hero. It undersold the firm, so we built a custom WordPress site that reads like the serious operator CFG is.
What we did
Replaced the template
We built a custom WordPress site in place of the decade-old advisor template.
Rebuilt the hero
The stock sailboat is gone. The new hero opens the site with a landscape and the firm's own line.
Built the main pages
Home, about, team, media, and contact pages, built to match.
Put the firm's strengths up front
Below the hero, four short cards cover the firm's history since 2002, its independence, its retirement planning, and its local advisors.
Gave visitors a next step
A Schedule a Consultation button sits in the header and a Plan Your Retirement button sits in the hero.
The site, before and after
The left side is the archived old site and the right side is the rebuild. The old hero was a stock sailboat and the new one is a mountain trail. Drag the handle, or tap Before or After to see either one full width.


Browse the rebuilt site
Scroll the home page in the frame, or tap it to open the about, team, media, and contact pages. Every page runs on the same custom WordPress build.

Where it stands
Graydon Coghlan, CFG's CEO, started using the new site in acquisition conversations within its first week live.
after the rebuild, the CEO was using the site to open acquisition conversations
In their words
“A week after the rebuild, I was already using the new site to open conversations with a business I'm looking to acquire.”
Let's look at your website.
Book a time
Pick a slot that fits your week.
A 30-minute call
We go through your site, how it loads, and how it sells.
A written plan
What we'd do first and what it costs, in writing.
Free, 30 minutes, no pitch deck.
