Empowering Women to Thrive
We meet you where you are today and help define the financial path to a successful future.
We are here to help you
Pursue the Career & Lifestyle You Want
Sleep Better at Night
Make Great Financial Decisions
Make the Most of Your Money
Our goal is to help you:
Become Empowered
Create a plan to ensure your finances are on track.
Optimize Your Investments
Build an investment portfolio designed
to help you reach your goals.
Mitigate Risks
Identify potential risks and have a
plan to help reduce them.
We Help Lift the Financial Burden Off Your Shoulders
We understand that focusing on your financial health is challenging when you are pulled in many different directions at work and home.
Expertise – We have provided detailed financial planning and investment management for over 10 years to help successful, busy women take the lead in their finances.
Trust – Our RIA manages over $1B of assets. We partner with our clients for the long term.
Female Focus – Many of our clients are women with high-pressure careers or have retired from the same. We help take the financial pressures off their plate through the creation of a customized, detailed financial plan.
Fiduciary – As fiduciaries, we are held to a higher standard and always put our clients' best interest first.
Our Services
Investment Management
Risk Management
Estate Plan Design
Tax Minimization Strategies
Stock Option and Restricted Stock Planning
Financial Planning
Cash Flow and Budgeting
Business Exit Planning
Sudden Wealth Support (divorce & inheritance)
Our Process
1.
Schedule a Call
Let's chat to see if we might be the right fit for you.
2.
Share Your Goals
Meet to identify your objectives to confirm we'll work well together.
3.
Build a Plan
Partner with your dedicated advisor to design your personalized financial strategy.
Are We the Firm for You?
Finding the right Advisor is important.
We may be a good fit if:
You want a clear financial plan and investment strategy to reach your goals.
Getting and keeping your entire financial house in order is a priority.
You value having an ongoing relationship with a trusted partner.
You have investable assets of $2M or more.
Take the First Step
We are committed to helping women become empowered by their money so they can thrive. If you’d like to learn more about how we work with our clients, schedule a complimentary 30-minute introductory call with one of our Advisors.
