Pinnacle Investments
- Web Design
The Client
Pinnacle Investments is a financial advisory firm focused on helping individuals and businesses plan for their futures with clarity and confidence. With a growing client base and an expanding advisor network, Pinnacle needed a website that better reflected who they are today, modern, approachable, and easy to navigate, without losing the strong content foundation they already had in place.
The Challenge
While Pinnacle’s existing website contained valuable information, the overall design and structure made it difficult for users to quickly find what they were looking for. The firm wanted a cleaner, more intuitive experience for three key audiences:
- Clients looking for guidance and resources
- Prospective clients exploring financial planning services
- Advisors interested in joining the firm
In addition to a refreshed look and improved navigation, Pinnacle wanted to introduce custom functionality that would actively engage visitors and provide real value, specifically, an interactive Financial Wellness Quiz that could deliver meaningful insights, not just generic results.
The Solution
We created a streamlined design using Pinnacle’s brand colors and imagery to elevate the content they already had. Pages were reorganized and structured to improve visual flow, reduce clutter, and guide users naturally through the site. The result is a website that feels approachable, professional, and easy to navigate, without overwhelming visitors. The website was fully optimized for mobile and tablet devices, ensuring a seamless experience across all screen sizes. Whether users are browsing on a desktop, laptop, or phone, the site maintains its clean design and functionality.
Custom Financial Wellness Quiz
A major highlight of the project was the development of a Financial Wellness Quiz, built entirely from scratch. This wasn’t a simple lead-gen form—we designed a custom back-end grading system that:
Evaluates user responses in real time
Generates a true financial wellness “grade”
Provides tailored recommendations based on quiz results
This feature allows users to gain immediate, personalized insights while positioning Pinnacle as a trusted guide in financial planning. It also gives the Pinnacle team a powerful tool to start more informed, meaningful conversations with prospective clients.
The Result
Split14 delivered a modern, user-friendly website that reflects Pinnacle Investments’ professionalism while making information easier to access and engage with. The new site combines clean design, improved navigation, custom interactive functionality, and mobile optimization, giving Pinnacle a powerful digital platform that serves clients, prospects, and advisors alike.
Most importantly, the Financial Wellness Quiz adds real value to the user experience, transforming the website from a static resource into an interactive tool that educates, engages, and builds trust.
