People are trusting you with decades of savings. Your site has to earn that in plain words.
I design and build retirement and wealth websites that answer the first question fast, prove you're the safe choice, and give AI tools the facts to recommend you. Strategy, copy, design and structured data from one person.
A retirement or wealth management website should explain who you help, how you're paid, which regulator you're registered with and what working together looks like, in plain words, with a calm path to a first conversation.
The two journeys
Most sites in this field serve one and lose the other. The fix is structure, not more pages.
The long horizon
Life stages on one line, and the help that fits each.
How I'd set up the site
Who you help
Who you help, by life stage and situation.
How you're paid
How you're paid, stated plainly.
Registration, linked
Registration and regulatory details with links.
People and the first meeting
Team pages and an honest first-meeting description.
Schema
FinancialService schema with regulatory and contact details.
What I'd track
First-meeting requests
Reported monthly, next to what changed on the site.
Learn the termFee-page reads
Reported monthly, next to what changed on the site.
Learn the termGuide downloads by life stage
Reported monthly, next to what changed on the site.
Learn the termReturn visits before contact
Reported monthly, next to what changed on the site.
Learn the termQuestions people ask
Can we show performance?
Follow your regulator's rules. Many firms show process and service rather than returns.
How do we seem trustworthy online?
Plain fees, registration details, real people and no pressure.
What does it cost?
Every project has a fixed price, quoted after a 20-minute call once I know the scope. No hourly billing and no surprises.
Can AI tools recommend us?
They draw on your site, reviews and business profiles. I make sure all three tell the same, verifiable story.
Related reading
All insights
A site that earns the booking
Tell me about your retirement and wealth business. I'll show you the three changes I'd make first.