Cultivate Wealth Website

Launching a Trust-First RIA Brand for Cultivate Wealth

Client: Cultivate Wealth (Founder: Steven Olds, CFP®)
Services: Website Design + Messaging + Video Production
Website: cultivatewealthwashington.com

The Challenge

When Steven Olds, CFP® set out to launch his own Registered Investment Adviser (RIA), he needed more than a brochure site. He needed a digital home that would:

• Clearly outline what he does (planning, portfolio guidance, ongoing advice)

• Demonstrate why he’s qualified (CFP® marks; experience at Vanguard & Fidelity)

• Convey who he is (a Spokane-raised family man and Christian whose work is grounded in integrity, service, and clarity)

• Make it simple to start a conversation (low-friction path to book a call)

Put simply: build a site that earns trust quickly and sets the tone for a modern, relationship-driven advisory.

Our Approach

1) Story-Driven Positioning
We led with Steven’s personal story—Spokane roots, six years at top firms, and a calling to serve families with clarity and care. That biography became the backbone of the homepage and About page, framing Cultivate Wealth as a firm that pairs technical expertise with real-world empathy.

2) Plain-English Services & Process
Prospective clients want to know how this works. We structured the site around two pillars:

• What you get: clear explanations of planning and ongoing advisory support, articulated without jargon.

• How we’ll work together: a simple, three-step process (fit call → documents & discovery → your tailored plan), mirroring Steven’s real onboarding flow.

3) Credibility Signals, Thoughtfully Placed
Rather than cluttering the page with badges, we wove trust cues into the narrative: CFP® credentials, prior experience (Vanguard & Fidelity), and values (faith, family, stewardship). The emphasis: competence with character.

4) Talking-Head Video to Humanize the Brand
We produced a short talking-head video of Steven explaining who he serves, his background, and how to begin. Seeing and hearing Steven immediately reduces perceived risk and accelerates rapport—especially important in a category built on trust.

5) Clean, Conversion-Ready UX
The design is calm and modern with generous white space, clear hierarchies, and persistent CTAs to “Book a Call.” Navigation is minimal by design, helping visitors move seamlessly from learning → trusting → taking action.

The Outcome

The finished site at cultivatewealthwashington.com positions Cultivate Wealth as a trust-first, process-driven RIA—the kind of advisory where clients feel seen, informed, and supported.

• Clarity: Visitors quickly understand Steven’s services and next steps.

• Credibility: The bio, CFP® designation, and professional background build confidence.

• Connection: The video and values-forward copy make the firm feel approachable and human.

• Conversion: Friction-free CTAs create a direct line to Steven’s calendar for a no-obligation intro call.