Investment Website Layout & Content Plan

I’m building a new WordPress site for Brintab, an investment-management firm targeting clients with $2 million - $10 million in investments. I want help shaping both the layout and the full content plan before any development begins... (Budget: $250 - $750 CAD, Jobs: Communications, Content Strategy, Graphic Design, Investment Management, Marketing, Sales, UI / User Interface, Wealth Management, Web Design, Website Design)