Heartwood

About this template

Heartwood is built for a fee-only advisory firm that wins work through referral, where the first question a prospect has is whether this firm handles people like them.

The site answers that directly. Who we serve leads to four client-type pages, one each for entrepreneurs, executives, families and foundations, so a referred prospect lands somewhere written for their situation. How we invest explains method before performance, Fees shows the flat annual fee in plain numbers, and each advisor gets a profile with credentials. Insights, a glossary and client stories round it out.

The design system covers colour and spacing tokens, a Fraunces and Hanken Grotesk type scale, and every component with its states. Layer names follow Client First conventions, so the names become your classes.

The category is a starting point, not a limit. The same pages suit other advice businesses that charge a fee and sell trust: independent financial planners, accountancy and tax practices, family offices, insurance broking and legal advisory.