A quiet, clear website for a wealth management firm

Picture a woman who just sold the family business. Or a man whose father passed, and left him more to look after than he ever planned for. They do not want to rush. They want to find someone they can trust, and they want to take their time.

So they read. They look at who you are, how you work and who you work with. They are reading your tone as much as your words. If the site feels calm and plain, they keep going. If it feels like a hard sell, they leave.

Our Wealth Management starter is made for that kind of reader.

Calm on the outside

The starter is a full website made for wealth management firms. It has a page for how you work and the kinds of families you serve. It has a page for each advisor, with the real names and facts you give us. It has a contact form that sends each note to the inbox you name. And it shows the notices your kind of firm needs.

The site does not give financial advice. It does not promise returns, and it does not make up numbers. It says what you tell it to say, and nothing more.

You can see one look it can have on Meridian Wealth Group. Meridian is a made-up firm we run as a demo. It shows extra tools, like a fit quiz and a review system. Those are shown on the demo. They are not part of a Launch unless they are on your Launch list.

Organized on the inside

The starter code is free, and anyone can clone it for $0. A Launch is when we set it up with you, live. It is $2,500, paid once, for two hours with one of our people. On the call, we set up and test each tool you want:

• Online booking. We connect your Google or Microsoft calendar. We add your meeting types, like a first talk or a yearly review, and your hours. Then we make one real test booking.
• Online payments. If you bill any fee online, it goes 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 meetings, invoices and the files you share.
• One contact list. Every form, booking and payment becomes a contact. We bring in the contacts you have now.

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

There is no online store in this starter. It is not that kind of site.

Your words, changed when you like

Firms change slowly, but they do change. A new partner joins. An office moves. You start a new kind of planning.

After Launch, you change the site by telling it what you want, in plain English, like a text message. Type "add a section on planning for business owners." Type "move our office address to the new suite." You read the change before it goes live. That way of building is called vibe coding. On the call, you make one real change like this while we watch.

For small fixes, we teach you the visual editor. Click a sentence or a photo, and change it in place.

Yours to keep

The site runs in your own Replit account. We charge $0 a month. Your host bills about $20 US a month for use, or we can host it for $19 a month. You own the code and can leave with a full copy any time.

Before we finish, we walk you through your own admin. Your logo and colors are in place. The site works on a phone. Client words go up only with their permission, in their own words.

When you are ready

Read more on the Wealth Management starter page, or start your Launch. If you would like to ask questions first, book a free call. Or type your web address on See what you'd get, and we will show you what a Launch would set up for your firm.