Wealth Management Starter
A website that attracts the right clients.
AI-powered assessment tools, discovery call pipelines, client portals, lifecycle automation, and fiduciary positioning — built for advisors who limit their client count on purpose.
Live demo: Meridian Wealth Group — newvibecitywealthmanager.com
What's included
Why pay agency prices for a template? Get a custom site, built live, for a fraction of the cost.
Who it's for
Fee-only financial advisors, wealth management firms, RIAs, CFPs, and fiduciary practices who serve high-net-worth individuals and want to attract qualified prospects.
What it does
Your wealth management site pre-qualifies prospects before discovery calls — AI assessment tools capture financial context, the fit quiz filters for alignment, and the conversion pipeline auto-populates discovery forms with everything the advisor needs. Lifecycle automation nurtures relationships at scale.
Common questions
Financial Clarity Engine, Quiet Wealth Profile, Tax Efficiency Score, and Estate Gap Map — each uses Claude to produce personalized analysis that flows into the discovery call.
Fiduciary disclosures on homepage, services, and all tool pages. SEC, FINRA, and ADV brochure references in the footer. All configurable to your firm's requirements.
5-tab portal: overview, document vault, quarterly reviews with AI prep, life event tracking with checklists, and settings. Role-based access for partners, advisors, and clients.