For wealth management firms
We build sites for wealth firms that speak to the whole family, the spouse and the grown children included. Meet the heirs before the money moves.
4.9/5 from 50+ client reviews · 200+ businesses served
Our build for Qualify Before You BuyTrusted by 200+ businesses across 9 industries
KeyGrow offers wealth management web design for firms that want to keep client families through each handoff. A typical wealth site talks to one person, the client who signed. We add pages for the spouse who skipped the reviews and the children who may inherit, plus the CPAs and attorneys who refer to you. Most builds launch in six to eight weeks, plus your compliance review.
Next, a few quick questions about your project. If it is a fit, you pick a time for a free 15-minute call.
Start with the mortgage prequalification build. Like a wealth site, it had to earn trust before it asked anyone for personal details.
The team that designs your site also runs Google Ads and SEO for clients like these.
"I want to express my sincere gratitude for KeyGrow's work, everything was absolutely flawless. Their professional approach, calm presence, attention to detail, and ability to truly understand and feel the client's vision, in aesthetics, in wording, in the balance and quality of information, create a sense of complete confidence. Working together was easy and comfortable, and the result exceeded all expectations. I wholeheartedly recommend them and will gladly return again. Thank you so much, KeyGrow, for my first professional website!"
We spend the first week on your client families, not your color palette.
Chances are, your site talks to the person who opened the account. That person rarely comes back. The next people to read it are often the ones who never came to a meeting.
Picture a widow whose husband ran the money for 40 years. Or a son who inherits an account at a firm he has never heard of. Each one looks you up once, at a hard moment, and decides whether to stay. If all they find is market notes and a team photo, nothing gives them a reason to.
So we write for them. The spouse gets a page that explains the first weeks in plain words. Adult children see how you work with heirs. We also name who takes over when the founder steps back, and give referring CPAs and attorneys a page of their own.
Our mortgage prequalification page for Qualify Before You Buy doubled form completions and cut bounce rate by 40% within 4 weeks.
We write the spouse, heir and succession pages ourselves, with copywriting in every plan. Your reviewer marks up the drafts.
Advisors join, retire and change roles. Bios and the succession page are simple fields your staff can edit.
Already have a client portal and custodian logins? We link to them clearly instead of selling you a new system.
Three checked facts from a research firm and the SEC, and what each one changes on your site. Your compliance team decides how the rules apply to you.
Cerulli Associates projects $124 trillion will change hands through 2048, with $105 trillion going to heirs. Along the way, $54 trillion passes to spouses first, nearly $40 trillion of it to widowed women (December 2024).
What it means for your siteThe people who inherit your client relationships need pages of their own. We write one for the surviving spouse and one for adult children.
Source: Cerulli Associates
The SEC changed Regulation S-P in 2024. SEC-registered advisers must now generally notify affected people within 30 days of learning their sensitive data was, or likely was, accessed without permission. Firms must also require service providers to report a breach to them within 72 hours. Larger firms had to comply by December 3, 2025, and smaller ones by June 3, 2026.
What it means for your siteYour public site should hold as little client data as it can. Our forms ask for a name and a way to reach you, and documents stay in your portal or your custodian's.
Source: SEC compliance guide
The SEC Marketing Rule treats results no portfolio actually earned as hypothetical performance, which comes with extra conditions. The rule leaves a planning tool out of that definition if the firm explains how it works, its limits and its key assumptions. The firm must also say that results may vary with each use and over time, and that the outcomes are hypothetical. Tools that pick investments must explain how they choose.
What it means for your siteIf your site gets a planning tool, we place those notes beside it and send the page to your compliance reviewer before launch.
Source: Marketing Rule text
Most of this is writing. The build around it stays simple, so your staff can keep it current.
What happens in the first weeks, what your firm handles and what can wait. Written for someone who never sat in a review.
How you work with heirs, how to meet the team and what to expect when an account passes to them.
Who takes over each relationship if the lead advisor retires or falls ill, with names and roles.
For CPAs and estate attorneys: how a referral works, how you keep them updated and what happens after the first meeting.
One obvious path to your client portal and custodian logins, with short help for first-time users.
If you want a planning calculator, its method, limits and assumptions sit right beside the results.
Two are junk removal sites and one is a mortgage page, so none is a wealth firm. What carries over is the method: plan each page for one reader and one next step.
Junk Removal & Cleanout Services+180%
Lead Form Submissions
+65%Time on Site
4xUser Engagement
Top 10Search Rankings
Junk Removal Services6+
Service Pages Created
NewBrand Identity
SEOReady Structure
PPCOptimized Forms
Real Estate / Mortgage Pre-Qualification+85%
Conversion Rate Increase
5-StepLead Form
-40%Bounce Rate
2xForm Completions
A typical wealth site sits in the left column. The right column is what a family finds after we rebuild.
| Written for the client | Written for the family | |
|---|---|---|
| Home page | Talks to the account holder | Talks to the couple and their grown children |
| A widowed spouse finds | Market notes and a team photo | What happens next and who to call |
| An adult heir finds | Nothing written for them | How you work with heirs and how to meet you |
| Succession | Not mentioned | The next advisor by name, plus how you share files |
| Referring CPAs and attorneys | Must call to learn how you work | A page on referrals and handoffs |
| Planning tools | A calculator with no explanation | Method, limits and assumptions beside the results |
Most of the right column is writing, not code. The hard part is deciding what you will say in public, such as who takes over your clients.
The writing needs the most care, so it starts first and runs alongside your review.
Want to plan ahead? A maintenance list for when advisors join or retire
We talk through which households have one decision maker, who would inherit and which professionals refer to you. That list decides the pages.
We draft the spouse, heir, succession and referral pages. Your compliance reviewer sees every draft before design.
We design the pages, build on WordPress, link your portal and custodian logins and test on phones.
Once your reviewer signs off, the site launches. Your staff learns to edit bios, and bug fixes are on us for the first 30 days.
Six pages fill up fast at a wealth firm. Add a spouse page, heir pages, a referral page and a bio for each advisor, and bigger sites at $2,800 tend to fit. A small practice that keeps to six pages pays $1,400. You pay each price once, and it covers the writing and a WordPress build.
Full online presence for your brand
$1,400one time
Get startedWhat's included
Complete build for larger brands
$2,800one time
Get startedWhat's included
For big sites with 30 or more pages
$5,600one time
Get startedWhat's included
We do not build portals, reporting dashboards or data feeds inside these plans. That kind of custom tool is a web app, and web apps start around $15,000.
How we price a websiteLaw firms, home services, real estate and more. Every review below comes from a real client.
"Great work as usual. KeyGrow did a great job in increasing our site's speed. Web performance went from D to A. Thank you!"
"Very good communication and understood business so was able to add some value insights."
"Great company to work with!!"
"Very responsive, delivered work with a high quality standard. Already completed multiple projects together."
"KeyGrow has been working on google ads for my website and he has done a fantastic job it has increased my revenue to roof. Thank you"
"As always KeyGrow is amazing to work with!"
"I really like working with KeyGrow team, professional and polite and is extremely responsive. I'm glad that I chose them out of all of the other listings."
"KeyGrow has been a great help in managing our Google ads account for two businesses that we own. He always responds quickly and is a pleasure to work with!"
4.9/5Average rating
200+Businesses served
98%Client retention
9+Industries served
Wealth firms whose clients plan across decades and generations.
If your clients bring their families to reviews, or should, you are a fit.
Here is what happens after you reach out.
Tell us about your business and your website.
If your project is a fit, you pick a time on our calendar.
We look at your site and your goals, then send a clear plan with your page list and price.
Rather go straight to the full form? Start it here.
Next, a few quick questions about your project. If it is a fit, you pick a time for a free 15-minute call.
What partners ask about family pages, succession and compliance review. Still curious? Email sales@keygrow.co.
Because they may soon decide whether the account stays with you. An heir who has read about your firm, or met your team, has a reason to keep you. One who has never heard of you starts from zero.
Not when it reads as a plan. Written well, it shows clients you will look after their partner. We keep the tone calm and practical: what happens first, what can wait and who answers the phone.
If you have one, yes. A prospect with a 20-year horizon wonders who takes over if the founder stops. A small firm can answer that too: name who covers for whom and the outside professionals you lean on. A short, true plan reads better than a line about the depth of your team.
In your portal or your custodian's, not on the public site. We link to those logins and keep our forms to contact details, so the website stores as little client data as it can.
Give them a page of their own. It explains how a referral works, how you keep them in the loop and what happens after the first meeting. That saves them a phone call before they send a client your way.
Your compliance officer or outside consultant does. We write the drafts, send each page for review before design and make the edits they ask for. We do not give legal or compliance advice.
Six pages or fewer costs $1,400. Once you add spouse, heir and referral pages plus advisor bios, you will likely need bigger sites at $2,800. Multi-office groups with 30 or more pages pay $5,600.
Six to eight weeks for most builds, plus the time your compliance review needs. We start writing in week one, so your reviewer never gets a stack of pages at the last minute.
Yes. We build on WordPress and set up bios and succession details as simple fields. When an advisor joins or retires, your team edits the page and sends it for review.
Free 15-minute call · No obligation
Tell us how many households rely on one decision maker. We will read your site the way their spouse or children would, then price the pages it is missing.
