The scenario
Wealth management is a relationship business. A prospective client with $2M+ in investable assets evaluates firms through the quality of their digital presence and the depth of their published thinking. A templated financial advisor website communicates that the firm didn’t invest in how it presents itself.
We created Sinclair & Voss as a showcase to demonstrate what a fully structured wealth management website looks like. The fictional firm let us build out a complete advisory team, insights section, and multi-service architecture to show the methodology at scale.
The approach
We built the site using our AI-Ready Architecture methodology. Deep navy, warm cream, and muted gold. EB Garamond for editorial weight, Outfit for clean interface text. The palette reads like a financial prospectus, not a fintech landing page.
Structured data is comprehensive. FinancialService, Organization, and WebSite schemas on the homepage. Service schemas on each service page. Person schemas on team profiles with credentials and certifications. Article schemas on insights. FAQPage markup on the FAQ. Every entity is a parseable document.
Content architecture supports a firm that publishes. Insights (market commentary, planning strategies, firm updates) are driven by content collections with typed frontmatter. Team profiles carry credential lists, biographical content, and specialization areas. Adding a new advisor or publishing a new article is a single markdown file.
What we built
- 18+ pages across services, team, insights, FAQ, approach, contact, disclosures, and legal pages
- Full Schema.org coverage: FinancialService, Organization, Person, Service, Article, FAQPage, WebSite, BreadcrumbList
- Team profiles with credentials: certifications (CFP, CFA, CPA), education, experience, and areas of focus
- Insights section with market commentary and financial planning articles, all content-collection driven
- 5 service pages: Wealth Planning, Investment Management, Retirement Planning, Tax Strategy, and Estate Planning
- FAQ page with structured FAQPage schema markup
- Form ADV disclosure page: regulatory compliance content with the same structural rigor as every other page
- Contact page with account size selectors: investable asset ranges, service interest, and timeline fields
- Accessibility baseline: semantic HTML, skip links, ARIA landmarks, keyboard navigation
- Performance: static HTML, zero JavaScript framework overhead, preconnected fonts
The takeaway
Every advisor profile is a structured entity. Every insight article carries author attribution and category data. Every service is a defined offering. Compliance content, marketing content, and editorial content all share the same structural standard.
Three industries. Three design systems. Same methodology. The architecture holds because it’s built on foundations that don’t expire.