Meridian Wealth Group: a quiet demo for advisors who would rather not shout

A couple in their fifties sit at the kitchen table with a stack of statements. They have saved for years. Now they want someone to help them make sense of it. But they have met advisors before who talked fast and sold hard.

They do not want a pitch. They want to know if this person is the right one.

Our wealth management demo is built for that table.

Meridian is made up

Meridian Wealth Group is a made-up firm. We run it as a demo at newvibecitywealthmanager.com. The advisors are not real people, and the firm does not manage anyone's money. We built it to show one look an advisory site could have.

Many tools on the demo are not part of a Launch. Each one we name below is shown on the demo, and is not included unless it is on your Launch list.

A calm page with one honest question

The demo's tone fits its tagline: "Quiet authority. Deep attention." Nothing on it blinks or yells.

Look at the top menu. It reads Services, Our Approach, Team, Insights and Tools. Then three choices for the visitor: book a discovery call, sign in to the client portal, or ask "Are We a Fit?"

That last one is the clever part. It is a short quiz. It does not just push everyone toward a call. It can tell a visitor this firm is a strong fit, or that a different path may suit them better. For the couple at the kitchen table, that honesty is a relief.

The fit quiz is shown on the demo. So are the money check-up tools, the review prep pages and the newsletter. None of those are included unless they are on your Launch list.

The footer carries the firm's address, phone, email and the disclosure text an advisory firm would show. On your site, those notices are the ones you give us, in your words.

How it was built

We built Meridian by vibe coding. We told the site what we wanted in plain English. An AI tool made each change, and a person checked it.

After your Launch, your firm can change its own site the same way. You might type:

• "Add our new advisor to the team page, with her bio."
• "Post this quarter's letter to clients on the insights page."

You make one real change like this on the call, with us beside you. We also teach you the visual editor for quick fixes, like a phone number or a photo.

What a real firm gets

A Launch is $2,500, paid once. You get two hours of live building with one of our people. If you want each one, we set up and test it with you:

• Online booking for discovery calls. Your Google or Microsoft calendar, linked. Your meeting types and hours. One real test booking.
• Online payments for any fees you bill, into your own Stripe, PayPal or Square account. We never hold your money.
• A client portal. Clients sign in with a code we email them. They see their bookings, invoices and files.
• One contact list. Every form, booking and payment becomes a contact. We bring over the contacts you have now.

A chat box is there if you want it. It answers only from facts you approve. Leave it off if it does not suit your firm.

Your site uses your real firm name, your advisors, your services and your colors. It works on a phone. Client words go up only with their permission. We never make up people, credentials or results.

The site runs in your own Replit account. We charge $0 a month, and your host bills about $20 US a month for use. You own the code and can take a full copy any time.

Take the quiz yourself

Visit Meridian and try "Are We a Fit?" Then read about the Wealth Management starter, or start your Launch. Prefer to talk first? Book a free call.