Get a B12 website for wealth planning

B12 makes it easier than ever to launch your wealth planning website.

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Get a B12 website for wealth planning

A better way to create your high-quality wealth planning website

When you choose B12 for your site, experts + AI combine to help you launch fast and make ongoing improvements.

B12 builds you an elegant, custom website that’s optimized for conversion and ease of use. We take care of your site from start to finish so you can focus on running your business. AI handles the repetitive setup tasks so humans can focus on refining the details. Submit a request to your team any time for assistance with updates big and small.

If you want to take control, our website editor makes it simple to update your site in just a few clicks. Add a new page, update the layout, or change a photo in seconds. Feel confident knowing you can always get help from an expert.

With B12’s built-in tools like SEO and email marketing, you can choose how to optimize your website and meet your goals.

B12’s process for wealth planning websites

Our AI gives your website a head start by automatically populating it with carefully curated wealth planning-specific copy, design, and images. This saves both you and experts time, gives you an instant idea of your website’s look and feel, and allows us to keep our prices so affordable.

Here’s a preview of wealth planning “About” section text, which you can personalize to fit your business.

At Your business name, we know that preparing for your financial future can seem daunting. With our expertise, you can analyze your finances and make them go further. We can also help you make short-term decisions involving modest assets. From retirement plans to buying property, we can guide you through making big decisions. For a better financial outlook, give us a call.

These are some of the pages and sections that many wealth planning websites include. You can add, remove, or edit this content to fit your needs.

  • Home
  • About
  • Services
  • Resources
  • Testimonials
  • News
  • FAQ
  • Contact

More tools to grow your wealth planning business online

Here’s a taste of what B12 can do to help your website engage visitors and generate sales.

Integrated email marketing
Integrated email marketing

Emails automatically match your website so you can reach your audience fast

Built-in SEO
Built-in SEO

We continuously optimize your website to make sure it’s easy to find

Monthly blog posts
Monthly blog posts

Receive strategic posts that complement your SEO strategy

Dedicated customer success
Dedicated customer success

Our customer success team members are experts in their own right and happy to help

Easy-to-use website editor
Easy-to-use website editor

Log in and make simple changes on your own in seconds

Expert-built website
Expert-built website

Experts get to know your business personally then create a website that converts

Several customizations can be added in only a few clicks so you can build a high-quality website fast.
Pro tip: The B12 website editor includes expert mode, which gives you or your web expert the ability to add extra layers of customization.

What customers & experts say

Anne
Anne Customer / Grit and Grace

“The value of the B12 website was there from the very start. I noticed more traffic coming in immediately, which is hugely important for me. Knowing that B12’s tools are constantly optimizing my website for search engines offers me peace of mind. It helps me focus on running my business instead of trying to figure out how to run a website.”

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Kelly
Kelly Customer success at B12

“We pride ourselves on excellent customer service. I love how customer-centric we are, and the technology we use to speed up the website creation process has helped us to deliver professional sites in a shorter span of time.”

Daniel
Daniel Sales at B12

“I'm proud to work for B12 and deliver the product and service we do. Too often, individuals do not have the time or industry knowledge to build, manage, or maintain a website. In today's world, your website can be your best friend. We strive to make sure your best friend is working as best it can!”

Dan
Dan Sales at B12

“Business owners are crazy busy. What's crazier is expecting a business owner to know how to design, maintain, direct traffic to, and update their own website. Thanks to our AI, they really don't have to. B12's AI-powered websites are powerful and we can't wait to get what we've built in front of people.”

Nikolai
Nikolai Expert at B12

“I use B12’s website editor on a daily basis and I love how easy it is to personalize the style. I’m able to add multiple images, videos, and text in different layouts based on the preference of our customers in just a few hours! It’s been a huge time-saver, given how intuitive the interface is.”

Rick
Rick Customer / Rick Finbow Enterprises, LLC

“I think it's great that B12 is watching out for me. I'm reminded to update my website and I get ideas. I like that I'm not in it alone.”

Megan
Megan Customer / Body Wise

“I love using the B12 website editor, which provides the ease of updating my website myself. With an intuitive editing platform, I didn’t need any guidance on making website updates. I made changes to my photos, copy, and text color — and I can do it whenever I want.”

Mandie
Mandie Design expert at B12

“I have thoroughly enjoyed working with the B12 website editor. It allows me to make pixel-perfect websites in a fraction of the time.”

Freddie
Freddie Customer / Suffolk Equity Partners

“B12 is amazing! You get a high-quality design for the price of DIY. It's really remarkable.”

Megan
Megan Customer success at B12

“The website editor rocks! It makes it easy to add new items while keeping the same theme and structure I set when I created the site, no reformatting needed. It's fool proof and provides everything needed to create a seamless, gorgeous website. I actually use B12 for my own website!”

Andrew
Andrew Customer / Heroes Homestead

“I was always intimidated by my perceived difficulty of building a website but my experience with B12 was pretty smooth. I especially appreciate the quick response time to any requests I’ve sent the B12 team, and I also like the flexibility and ability to design the website ourselves. Since building my website, I’ve received a significant increase in the number of page views and email requests from the page.”

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Willie
Willie Customer / Urlife Now Fitness

“I like that someone is monitoring my website every month and making suggestions for how to improve it.”

Shane
Shane Customer / Spike On The Water

“The B12 website editor is so simple to use. I added a bunch of images, reworked text, linked my products, adjusted form links, and even got an animation flying around my footer. The experience with B12 has been amazing. Building a quality website is now fast and affordable.”

Heidi
Heidi Customer / CD Roma

“Since the launch, we’ve gotten more form submissions to inquire about our catering service and menu options. On top of that, I’ve noticed more customers who found out about us through our website before coming down to dine! The traffic we’ve realized in the short time the site has been online is very impressive.”

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Natalie
Natalie Customer / Natalie Elisha Gold

“The entire \[B12] process felt really quick and efficient. I was able to work with them and highlight certain areas that I wanted on my website. Everything that I didn’t like was changed in a matter of seconds and minutes. It was vastly different compared to the previous team that I had hired to do my website.”

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Start building your custom wealth planning website today!

Join the 96 wealth planning professionals who’ve found success with a B12 website.

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