Sample site. Northpoint Wealth is an invented business, and every name, price and review here is invented too.

Why it is built this way ▾

The features a site in this trade needs. Each one is working somewhere on this sample:

Fiduciary statementFee-only and fiduciary are the words prospects scan for, so they sit in the strip at the top of every page.
Published fee schedulePeople who book an introduction have already seen the number, which makes the first call about planning.
Fee calculatorThe schedule becomes a dollar figure for the visitor's own assets, with no returns projection anywhere on the page.
Who this is forPre-retirees, business owners, physicians and heirs each get a page, so the right prospect sees their situation named.
Advisor credentials up frontCFP certification and years in practice sit on the team cards and the about page.
A short introduction formThree fields and a 20-minute call. Nobody hands over their savings from a web form.

Home / Contact

Book an introduction

Two minutes on a phone. We reply within the hour during opening times.

This is a sample site, so nothing was sent. On a real askotter site this request lands in the owner's text thread within seconds.

Visit or call

740 Greystone Rd, Suite 110

Mon to Thu8:30am to 5pm

Fri8:30am to 3pm

EveningsClient meetings by appointment

Clients come from