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Presidio Capital Management

HomeCase StudiesPresidio Capital Management

Increased New Users by 112% After Website Redesign

In the most recent 30-day reporting period compared with the previous 30 days, the website recorded:

  • 111.6% increase in new users
  • 105.9% increase in active users
  • 80.7% increase in sessions
  • 58.3% increase in tracked events
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Presidio Capital Management hero
INDUSTRY
Wealth Management
TIMELINE
January 2026 - April 2026
ENGAGEMENT
Fixed-price website redesign and WordPress platform migration

Highlights

  • Presidio Capital Management needed a modern, conversion-focused website that clearly communicated its value as a comprehensive wealth management partner and brought the Magellan Method to life online.
  • WebXd expanded the website with comprehensive content, dedicated landing pages, interactive tools, and custom video production to make Presidio’s services and client experience easier to understand.
  • We redesigned and rebuilt the website in WordPress and Elementor, creating a polished, mobile-responsive platform that is easier for Presidio’s team to manage and grow.
  • The new website was optimized for SEO, AEO, and GEO, with stronger calls to action and HubSpot and Calendly integrations to support qualified lead generation.
  • In early post-launch results, the website received a 111.6% increase in new users, a 105.9% increase in active users, an 80.7% increase in sessions, and a 58.3% increase in tracked events compared with the previous period.
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About Presidio Capital Management

Presidio Capital Management is an independent wealth management firm that helps individuals, families, and business owners navigate complex financial decisions and major life transitions. Its team brings financial planning, investment management, and tax-aware strategy together into one coordinated roadmap, with a focus on clarity, proactive guidance, and long-term confidence.

Services Performed

  • UX/UI design
  • Comprehensive content development
  • Video production
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The Challenge

Presidio Capital Management needed a website that better reflected the full scope of its services, supported its growth goals, and spoke more directly to the different types of clients it serves.

  • Incomplete service representation: The previous website did not include all of Presidio’s service offerings, making it difficult for prospective clients to understand the full value of the firm.
  • Limited website content: Key services, audiences, and the Magellan Method were not explained in enough depth, leaving visitors with an incomplete picture of Presidio’s expertise and approach.
  • Outdated visual design: The website no longer matched the professionalism, sophistication, and personal experience Presidio wanted to communicate.
  • Difficult and costly website management: Routine updates were harder and more expensive than they needed to be, creating unnecessary friction for the internal team.
  • No lead magnets or interactive resources: The website lacked useful tools and downloadable resources that could engage visitors, provide value, and support lead generation.
  • No audience-specific user journeys: Presidio serves individuals, families, business owners, executives, engineers, and attorneys, but the website did not guide each audience toward the information most relevant to them.
  • Functional and accessibility issues: The previous site had usability, performance, and accessibility concerns that created barriers for some visitors and made the overall experience less reliable.

The Solution

WebXd redesigned Presidio Capital Management’s website to create a more complete, engaging, and conversion-focused experience for prospective clients.

  • Comprehensive service content: We created dedicated landing pages for each of Presidio’s core service offerings, giving visitors a clearer understanding of the firm’s capabilities and approach.
  • Audience-specific user journeys: We developed tailored content paths for business owners, individual retirees, people navigating major life transitions, and other key audiences, helping each visitor find the information most relevant to their needs.
  • Storytelling-driven design: We introduced a modern visual system and storytelling elements that guide visitors through Presidio’s value proposition, services, and client experience in a clear, natural flow.
  • Custom welcome video: We produced a welcome video that gives visitors a more personal introduction to the firm and helps communicate Presidio’s philosophy and approach.
  • Interactive lead magnets: We created practical tools, including a retirement readiness quiz, company valuation calculator, and retirement calculator, to provide immediate value and support lead generation.
  • Improved navigation: We simplified the website structure and created clean, intuitive navigation so visitors can move easily between services, audience pages, resources, and next steps.
  • Easy in-house website management: We rebuilt the site in WordPress and Elementor with a flexible, user-friendly backend, allowing Presidio’s staff to manage routine updates, edit content, and add new pages without relying on a developer for every change.
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The Results

The redesigned website gave Presidio Capital Management a stronger digital foundation for attracting, educating, and converting prospective clients.

Significant traffic growth

In the most recent 30-day reporting period, compared with the previous 30 days, the website recorded:

  • 111.6% increase in new users
  • 105.9% increase in active users
  • 80.7% increase in sessions
  • 58.3% increase in tracked events

During that period, the website attracted approximately 2,100 active users, including 2,000 new users, across roughly 2,600 sessions.

More engagement across the website

The site generated approximately 12,000 tracked events, showing that visitors were actively exploring Presidio’s content, tools, navigation, and calls to action.

A stronger platform for lead generation

Presidio now has a more complete digital experience that introduces the firm’s services, guides different audiences toward relevant information, and gives visitors multiple opportunities to take the next step.

Greater control for the internal team

The WordPress and Elementor build allows Presidio’s staff to manage content and complete routine updates in-house, reducing the time and cost associated with ongoing website changes.

Together, these results show strong early growth in website discovery and engagement, while giving Presidio a more flexible platform for future marketing and lead generation.

111.6%

increase in new users

105.9%

increase in active users

80.7%

increase in sessions

58.3%

increase in tracked events

What This Means for Your Firm

For a financial advisor or wealth management firm, your website is often a prospect’s first real impression of how you work. If it shows only part of what you do, speaks to everyone the same way, or gives visitors nothing to engage with, you lose qualified prospects before a conversation ever starts. A complete, audience-aware website with useful interactive tools does the opposite: it educates prospects, builds trust, and gives them clear next steps. That is how a website becomes a lead-generation engine instead of a brochure.

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FAQs

Clear service pages, content tailored to the specific audiences you serve, strong trust signals, and easy ways to take the next step. Interactive tools like calculators and quizzes add value and support lead generation. The site should make complex financial services feel clear and personal.

Yes. Tools like a retirement readiness quiz or a valuation calculator give visitors immediate value and a reason to engage. That engagement, paired with clear calls to action and scheduling, turns anonymous traffic into qualified conversations. We built several such tools for Presidio.

Different clients have different needs. A business owner planning an exit and a retiree managing income are looking for different information. Tailored journeys help each visitor quickly find what is relevant to them, which improves engagement and the odds they reach out.

Presidio's redesign, which included content development, custom video, and interactive tools, ran from January to April 2026 on a fixed-price contract. Timelines depend on scope, especially the number of pages, tools, and video assets involved.

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