See the full system applied to one advisor firm
Equipath Wealth Partners is a fictional RIA built to show how one clear niche can shape the foundation, website, content, AI context, and ongoing system.
A specialist position built around concentrated stock
Sarah Mitchell, CFP®, CEPA®, serves technology professionals whose wealth is dominated by a single company and whose financial choices carry unusual tax, timing, and behavioral stakes.
Follow the system from strategy to market
Each chapter shows one connected part of the same advisor firm.
Start with the strategic truth
The niche definition gives the website, content, and search work a clear audience, stakes, language, and point of view.
Turn the foundation into a public position
The site leads with the real decision the ideal client is facing and makes the firm’s method easy to understand.
Show the thinking behind the advice
Every content piece has a specific audience, purpose, source, journey stage, and approval state.
Concentrated stock planning for technology leaders
12 assets ready for advisor review
New decision guide publishing this month
Expertise footprint increasing across search and LinkedIn
See the work without operating it
AdvisorVault provides one calm view of the foundation, current work, approvals, and reporting.
Your system will look like your firm—not this example
The structure is consistent. The position, language, visual identity, website, content, and proof are specific to you.
Map your firm’s system