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.

See the brief Get one built for your business →

Fee-only fiduciaryNo commissions or product sales

Northpoint Wealth Book an introduction

Home / Services

Services and prices

Every service has its own page with the price, what is involved and the questions people ask before booking.

Retirement planning

Included in the advisory fee

For people five years or less from retirement: income, drawdown order and taxes.

Investment management

0.90% on the first $1M

Diversified portfolios of low-cost funds, rebalanced and managed for taxes.

Planning for business owners

Included in the advisory fee

Exit planning, concentration risk and retirement plans for your company.

Planning for physicians and dentists

Included in the advisory fee

High income, a late start and student loans, planned together.

Inherited wealth and trusts

Included in the advisory fee

Coordinating an inheritance, a trust and the tax rules that come with it.

Not sure which one you need?

Or call (555) 010-6650.

Book an introduction

Call (555) 010-6650