How We're Different
We directly address the needs of women investors.
We are a 100% woman-owned firm. We give objective financial advice and create tailored plans that consist of thoughtfully selected investments for our clients, while taking into account financial concerns unique to women such as gendered pay disparities, possible career breaks to care for loved ones, lifespan longevity and increased health care expenses in retirement. We are gender inclusive. Our goal is to help close gender money gaps, not to exclude men. We welcome the opportunity to get to know what's most important to you and your loved ones.
We Put Your Interests First. Always.
We are an independent registered investment advisory firm. We operate as fiduciaries, which means we uphold the highest standard of care and always put our clients' interests first. We deeply value our personal relationships with you and your loved ones and know that your happiness is what drives our ongoing business success.