CASE STUDY · WEALTH MANAGEMENT
Wealth Management Site Creation
How a new wealth management firm went from no digital presence to a live, trust-driven experience site in just 4 days.
Program / RFP Answer
How does Fairway pricing compare to Oechsli’s website program?
Oechsli publicly prices their website program at $14,999 plus $199 per month for an advisor website. That pricing reflects a heavy, agency-style engagement and a bundled content platform.
Fairway’s approach is sprint-based and focused on getting you a working GTM asset in 4 days:
- Instead of a large up-front build plus mandatory monthly fees, we scope a fixed 4-day build around your narrative, brand, and experience site.
- Fairway charges a flat $7,500 project fee for site creation and core copywriting for this experience site.
- Any additional platform fees—like hosting, domains, or third-party tools—are handled as pass-through costs billed directly to you by the provider, not marked up by Fairway.
- In practice, that means you’re paying roughly half the upfront price of a traditional advisor website program, delivered in a 4-day sprint instead of a 60–90 day cycle— dramatically faster time-to-value.
Client Profile
New independent wealth management firm serving families and business owners; starting from a blank slate.
Timeline
4-day sprint from intake call to production launch.
Scope
Strategy, structure, brand & UX design, build in React/Framer, and GTM-ready messaging.
The Challenge
The advisor had deep expertise and strong relationships, but no digital home. They needed a site that:
- Felt credible, calm, and trustworthy from the first scroll.
- Made it easy to explain their philosophy, process, and outcomes to families and business owners.
- Could later connect into planning tools, content, and communications without a full rebuild.
The 4-Day Build
Instead of a drawn-out project plan, we ran a focused 4-day sprint. Here’s exactly what we did on each day.
Turn a fuzzy idea into a clear blueprint
- Rapid intake to understand audience, goals, constraints, and compliance.
- Defined content requirements: advisor philosophy, process, services, and proof.
- Drafted the narrative spine: “Who are you? Who do you serve? What changes when I work with you?”
- Produced a wireframe for hero → process → outcomes → next steps.
Build a calming, trust-driven brand system
- Created a visual system around clarity, composure, and trust: muted palette, generous spacing, and clean typography.
- Designed the full-page layout in Framer/React style using reusable sections and tokens.
- Crafted a hero story that clearly answers who the firm is, who they serve, and what changes.
- Mapped a simple 4-step client framework into the page so the advisor’s process is easy to explain.
Ship a production-ready experience, not a mockup
- Implemented the design as a modern React/Framer build with reusable components.
- Structured global tokens so future pages—education, events, calculators—reuse the same system.
- Optimized for performance: clean CSS, responsive layout, and mobile-first interactions.
- Ensured the site can easily plug into richer planning tools and content later.
Give the advisor language and a live asset to sell with
- Wrote final copy: value proposition, headlines, framework labels, and calls-to-action.
- Built copy blocks reusable in LinkedIn, outbound sequences, and sales decks.
- Ensured every section of the site supports a real conversation a human advisor will have with prospects.
- Launched the site with final QA—giving the firm a credible digital home in four days.
Net result: from the client’s perspective, they went from “I know I need a site, but I don’t know where to start” to having a live, production-quality experience that expresses their philosophy and supports real sales conversations.
Want a similar 4-day build for your own advisory firm or GTM team?
Book a Strategy Call