Weldamm Case Study

Finance simplified.

Brand identity, seven-page website, three-tier program architecture, and a full sales funnel for a capital strategist and Licensed Fiduciary with $100M+ deployed.

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Client
Gregory Scott Weido
Role
Capital Strategist · Licensed Fiduciary
Track Record
$100M+ Deployed · 20+ Years
Scope
Brand + Web + Funnel + Programs
01 · The Starting Point

The track record was institutional.
The brand was invisible.

Greg Weido had deployed over $100M in capital, structured more than 100 funds and ventures, transformed over 1,000 lives through coaching and advisory, and spent 20+ years operating at the highest levels of finance. None of that existed online. No brand, no website, no funnel, no way for a new client to find him and understand what he does.

Before Weldamm
  • No brand identity or visual system
  • No website or digital presence
  • No product or program architecture
  • No sales funnel or lead capture
  • No way to distinguish individual vs. capital advisory
  • Referrals and word of mouth only
After Weldamm
  • Full brand identity with lighthouse wordmark and navy/gold palette
  • Seven-page website with dual-track architecture
  • Three-tier program ladder ($0 / $397 / $4,997)
  • Complete sales funnel with GHL automation
  • Separate paths for individuals and capital clients
  • A digital presence that matches the institutional track record
02 · The Brief

Two audiences. One brand.

Greg serves two distinct audiences: individuals building personal wealth, and founders, companies, and family offices raising or deploying capital. The brand had to speak to both without diluting either. The site needed to route each visitor to the right track within seconds.

Pillar 01

Dual-Track Authority

One brand that operates credibly in both personal wealth coaching and institutional capital strategy. No audience should feel like an afterthought.

Pillar 02

Revenue Architecture

A three-tier program ladder with a clear funnel from free workshop to $397 program to $4,997 premium coaching. Every page moves the visitor one step forward.

Pillar 03

Institutional Gravity

The visual system had to feel like a fund manager's office, not a life coach's landing page. Navy, gold, and quiet confidence. No hype. No gimmicks.

"The difference between the wealthy and everyone else isn't income. It's how they think about, structure, and deploy their capital."

Gregory Weido, Founder · Licensed Fiduciary
03 · The Mark
Gregory Scott Weido wordmark
Lighthouse, bird, serif wordmark.
The lighthouse is the brand's central symbol: a fixed point of clarity in complex financial waters. The serif wordmark carries the full legal name, establishing personal authority over a corporate shell.
Logo on light
Primary · Light
Logo on navy
On Navy
Logo on ink
Gold · Dark Surface
03a · Palette

Five colors. Institutional gravity.

Navy anchors the entire system with trust and authority. Gold arrives only where the eye should go: buttons, labels, accents. The palette reads like a private bank, not a fintech startup.

Navy Dark
#0F1A2E
Deep BG
Navy
#1A2744
Primary
Gold
#C9A96E
Accent / CTA
Off-White
#F8F7F4
Light Sections
Gray
#6B7280
Body Text
03b · Typography

Two families. Bold meets quiet.

Display · Playfair Display
Building Funds. Raising Capital.
Weight 800 throughout. The display serif carries institutional weight: bold, confident, structured. Gold accent on key words guides the eye to the action.
Body · Inter
Strategic capital advisory for founders raising rounds, companies building treasuries, family offices allocating assets, and individuals creating generational wealth.
Inter Light 300 · Long-form body Inter Regular 400 · Supporting text Inter Medium 500 · Labels, nav, eyebrows Inter Bold 700 · Buttons, CTAs
04 · Services

Eight services. Full-spectrum financial strategy.

From fund creation and capital raising to personal wealth coaching and debt resolution. A comprehensive advisory practice built for serious outcomes at every level of the capital spectrum.

01

Fund Architecture

Design, structure, and launch investment funds that attract institutional and accredited capital.

02

Capital Raising

End-to-end advisory for companies and founders raising capital, from deck to close.

03

Investment Strategy

Navigate markets with frameworks used by the world's top allocators and financial elite.

04

Financial Planning

Comprehensive wealth plans tailored to goals, risk profile, and long-term vision.

05

1-on-1 Coaching

Bespoke financial strategy sessions with Greg, tailored to unique situations and ambitions.

06

Debt Resolution

Proven frameworks to eliminate bad debt and build a clean foundation for real wealth creation.

07

Budget Blueprints

Strategic spending plans aligned with aspirations. Never wonder about money again.

08

Wealth Community

A private network of wealth-builders celebrating wins and accelerating financial growth together.

05 · Program Architecture

Three tiers. One ladder.

We designed a clear ascension path: a free workshop fills the top of funnel, a $397 six-week program converts warm leads into clients, and a $4,997 twelve-week premium engagement captures high-intent buyers. Each tier has its own dedicated sales page.

Entry
The Wealth Operating System
Free
Online workshop introducing the wealth operating system methodology. Lead magnet and top-of-funnel conversion.
  • Live workshop format
  • Registration with GHL automation
  • Dedicated landing page (workshop.html)
  • Feeds into email nurture sequence
Premium
90-Day Wealth Blueprint
$4,997
Application-only twelve-week engagement. Three phases: Diagnose, Build, Optimize. Limited to 15 clients per quarter.
  • Application-gated enrollment
  • Payment plan ($899/mo)
  • Value stack ($9,788 to $4,997)
  • Dedicated sales page (wealth-blueprint.html)
06 · Sales Funnel

Every page moves the visitor one step forward.

01

Homepage hero CTA

Visitor lands, sees the dual-track routing, and self-selects into Individuals or Capital.

02

Free Workshop

Registration captured via GHL form. "Workshop Lead" tag applied. Welcome email sequence fires.

03

Email Nurture

Automated sequence warms the lead and presents the 6-Week Wealth Reset as the next step.

04

6-Week Wealth Reset ($397)

GHL checkout processes the sale. "Wealth Reset Customer" tag applied. Onboarding sequence begins.

05

90-Day Wealth Blueprint ($4,997)

Application form qualifies the lead. "Blueprint Applicant" tag applied. Review workflow begins.

07 · The Website

Seven pages. Two tracks. One system.

The site routes every visitor into the right track within seconds. Individuals building personal wealth see coaching, programs, and wealth frameworks. Founders and capital allocators see fund architecture, capital raising, and institutional advisory.

Main Site

index.html

Hero with grid pattern and lighthouse glow. Marquee band. Capital overview stats. Dual-track routing. Philosophy with founder photo. 8 service cards. 3-tier programs. Testimonials. Final CTA.

Individual Track

individuals.html

Problem awareness (earning trap, wealth erosion). Six-category transformation grid. 8 service cards. Program tiers. Testimonials. About section. CTA.

Capital Track

capital.html

Capital hero. Track record stats ($100M+, 100+ funds). Dual-path routing. Philosophy. Full service grid. Interactive four-step process. Testimonials. CTA.

Sales Page

wealth-reset.html

$397 program sales page. Week-by-week curriculum. Value stack ($2,388 to $397). FAQ. Sticky form. GHL checkout integration.

Sales Page

wealth-blueprint.html

$4,997 premium program. Application-gated. Three-phase breakdown. "Typical Course" vs "Wealth Blueprint" comparison. Payment plan. FAQ.

Conversion

workshop.html

Free workshop landing page. Minimal nav. Sticky registration form. "What This Isn't / What This Is" comparison. Mini about section. GHL form integration.

08 · Client Results

Real outcomes. Real capital.

Greg helped us structure a fund that raised $18M in its first close. His understanding of capital markets and investor psychology is on another level.

David L.
Startup Founder & CEO

The Wealth Blueprint completely rewired how our family office approaches allocation. Greg brings institutional thinking with a personal touch.

Sarah K.
Family Office Principal

I went from financial confusion to having a real wealth system in 6 weeks. Greg doesn't just teach theory. He shows you how the elite actually operate.

Michael R.
Business Owner
09 · Deliverables

Everything shipped.

Brand identity with lighthouse wordmark
Navy/gold palette with role assignments
Dual-family type system (Playfair + Inter)
Logo in 3 variants (dark, white, gold)
Main site with dual-track routing (index.html)
Individual track page (individuals.html)
Capital track page (capital.html)
6-Week Wealth Reset sales page ($397)
90-Day Wealth Blueprint sales page ($4,997)
Free Workshop landing page with GHL forms
Three-tier program architecture
Five-step sales funnel with GHL automation
7
Pages Built
8
Services Defined
3
Program Tiers
1
Complete Funnel
Next Project

Your brand deserves this level of architecture.

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