← Case studies
03Finance·Plus · 11 days

Linley Wealth

A small RIA's first real site — credible without sounding like a bank.

Three-page site with intake form, advisor bios, and a calm color story that signals discretion without going corporate. Compliance review baked into the writing pass.

Pages
3
Tier
Plus
Cycle
11 days
Stack
Next.js · Resend
01The brief

A two-advisor RIA, newly registered, with a stack of word-of-mouth referrals and no website. They didn't want a bank-like site — they wanted something that read like a thoughtful letter. And every word had to clear compliance.

02What we built

Three pages: home, approach, contact. The intake form runs through Resend with a structured handoff so nothing gets dropped. The visual direction is restrained — small type, generous gutters, a single accent color used sparingly. The copy is short, named, and specific. Everything got a compliance pass before publication.

03The cycle

11 days end-to-end. Compliance review added about two days against a typical Plus cycle — we scheduled it as a fixed checkpoint after the copy draft. Once the legal pass cleared, the build and ship took 48 hours.

04What we learned

For regulated work, compliance is a design constraint, not a final-week formality. We now write the compliance-review pass into the cycle on day one and budget two extra days against the standard tier timeline.

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