Wind & Rose is a US investment advisory firm, established in 2007, that runs one dynamic global asset allocation strategy at three risk levels. We designed and built their site around a calm nautical look and a contact flow that qualifies leads before a call is booked.

The problem

Most advisory firm websites look the same: stock photos and copy that could belong to anyone. Wind & Rose have a clear story, steering portfolios through market 'currents', but it lived in PDFs. As a registered adviser they also need their marketing to follow the Marketing Rule for registered investment advisers, and a plain contact form brings in too many enquiries that aren't a good fit.

What we did

We started with wireframes, then built a five page site (Home, Philosophy, Services, Team, Contact) plus privacy, terms and disclosures pages. The look is navy, gold and sand with no gradients, Manrope and Recia type, a compass rose logo, a sailing hero image and a fixed side menu. Motion is kept gentle, with Lenis smooth scroll and GSAP reveals, and it all switches off for people who prefer reduced motion. The Services page sets out the one strategy at three risk tiers, with an allocation chart across the asset classes. The contact page is a multi-step wizard that asks about goals, capital and who makes the decisions, checks the email with a one-time code, then sends branded emails through Resend and moves the visitor on to book a call in Calendly. To make content rounds easier, we added a visual edit mode so the client could change copy on the page itself and send it back to us. We then applied their compliance review changes, switched the copy to American English and did a WCAG AA contrast pass.

What changed

• Five page site plus privacy, terms and disclosures, taken from wireframes to a finished design in April 2026.
• Multi-step contact wizard with email code check, branded emails and a Calendly hand-off.
• Copy updated after the firm's compliance review against the adviser Marketing Rule.
• WCAG AA colour contrast and reduced-motion support across the site.
• Visual edit mode so the client could change copy on the live pages during review.