Moneta Group

• COMPARDO, WIENSTROER & JANES Team

Overview

Moneta Group, headquartered in Clayton, MO, empowers individuals, families, professional athletes, and organizations across the U.S. to achieve their financial goals through fee-only financial advisors.

I played a key role in the redesign of the teams website, working alongside the CMCJ (now CWJ) team to improve the user experience.

Financial Advisors at the Moneta Group going over a presentation in a meeting.

Responsibilities

Website Design

Custom Wordpress Template Development, Website Redesign & Blog Redesign

Digital Design

Digital & Print Marketing Collateral

Iconography

Cutomized icons for website and print media use

Outcome

Through our collaboration, Moneta's CWJ Team now has a modern, informative, and user-friendly website. This empowers them to effectively connect with their target audience and showcase their commitment to client success. The website allows Moneta to:

Clearly share information about their services
Position themselves as industry leaders through insightful blog posts
Engage their audience with fresh infographics

Check out Some Project Assets Below

Website Re-Design screenshot with a laptop and mobile view

CWCJ Home Page (prior to team reorg.)

Moneta Website Re-Design

Through collaboration and iterative refinement, I designed a functional website redesign for Moneta Group. This allows them to seamlessly share information and keep their content fresh, while adhering to the established brand standards.

Leveraging the Adobe CC suite, I designed the Moneta website iteration. This included crafting icons in Illustrator, seamlessly integrating fresh photography through Photoshop, and creating a clickable mockup in InVision for a collaborative review process.