The Client

Channel Wealth is an independent, fiduciary wealth management firm based in Santa Barbara, California. Its partners and advisors guide individuals, families, business owners, and nonprofits through financial planning, investment management, and the decisions that shape a lifetime of wealth.

In 2023, Channel Wealth was introduced to Earp Creative to redesign its website. What began as a single project has grown into a multi-year creative partnership spanning the firm’s website, presentations, marketing collateral, and client communications.

The Challenge

In wealth management, trust is everything. Every touchpoint a client sees, from the website to a quarterly newsletter to a slide in an advisor’s presentation, needs to feel polished, consistent, and credible.

Channel Wealth’s advisors also communicate complex ideas. Strategies like tax-deferred real estate exchanges and charitable giving can be difficult to explain in conversation alone. The firm needed a creative partner who could turn detailed financial concepts into clear, engaging visuals, and keep the brand consistent across a growing library of materials.

The Approach

A website built on trust. Earp Creative designed and built a new custom WordPress website, launched in October 2023. Working closely with the partners, the homepage was shaped to lead with what matters most to clients, including a dedicated section on the firm’s fiduciary commitment. The site reflects the firm’s coastal Santa Barbara identity, with clear paths to its services, team, insights, and client login.

Presentations that make complex ideas clear. Earp Creative designs the firm’s presentation decks and custom slides for advisor seminars and client meetings. Detailed topics, from tax-deferred exchange strategies to comparisons of investment options, are translated into clean infographic-style slides, illustrated case studies, and visuals that help clients understand their choices at a glance.

Marketing collateral for every audience. From a one- to two-page handout for nonprofit organizations to print advertisements, a dedicated landing page, and seminar materials, every piece carries the same polished Channel Wealth look, so the brand feels consistent wherever clients encounter it.

Quarterly insights, beautifully presented. Each quarter, Earp Creative formats and publishes Channel Wealth’s market commentary to the website’s Insights section, paired with a branded newsletter layout, PDF, and shareable image for the firm’s client emails. A custom commentary template keeps every edition consistent and easy to produce.

Ongoing care, year after year. Through Earp Creative’s Creative Care support, Channel Wealth has a dedicated partner keeping its website secure, maintained, and current. That includes compliance disclosure updates, new team members and headshots, articles and newsletters, security monitoring, and the steady stream of design requests a growing firm brings.

What We Created

Website

• Custom WordPress website designed around the firm’s fiduciary commitment
• Insights section for quarterly market commentary and client articles
• Landing page for a dedicated financial planning offering
• Compliance disclosures, kept current as documents change

Presentations and infographics

• Firm presentation deck with custom-designed slides
• Infographic-style slides explaining complex financial strategies
• Illustrated case study slides for client education
• Seminar and event presentations for individual advisors

Marketing collateral

• Quarterly market commentary template and newsletter layouts
• Nonprofit handout for charitable and philanthropic clients
• Print advertisements and marketing pieces
• Large-format brand artwork for the office

Ongoing Creative Care support for website maintenance, security, updates, and design requests

The Result

Since 2023, Channel Wealth has had one creative partner behind every piece of its brand. Prospective clients find a website that reflects the firm’s professionalism. Existing clients receive polished quarterly insights. And advisors walk into every meeting and seminar with presentations that make complex ideas easy to understand. The partnership continues to grow alongside the firm. Visit channelwealth.com.

A Partner for the Long Term

The best client relationships grow over time. Whether you need a new website, presentations that make your expertise shine, or a dependable partner to keep your brand moving forward, every project at Earp Creative begins with a conversation about where you’re headed. Explore our services, browse recent projects, or start the conversation today.