Broker Check

Who We Serve

Environmental, Social and Governance Investors

Environmental, Social and Governance Investors

We work with Individuals who are interested in aligning their investments with their values. We do this directly through ESG investing. ESG investing is the premise that there are certain environmental, social and  corporate governance factors that impact a business bottom line. ESG investing can help mitigate investment risk. An investment strategy based on ESG determines weather a company is in line with its objectives and values. 

Environmental~ How a company’s activities impact or improve the environment in which they operate. 

Social~ How companies promote and advocate for workplace, diversity, human rights, integrity, health and safety  standard, and have a positive community presence

Governance~ Considers transparency and consistency in financial reporting, management compensation, integrity of board members, treatment of shareholder, and treatment of employees. 

Professionals

Professionals

We find that the professionals we work with often time do not have the time nor desire to handle their personal  finances. That is what we are here for. Your finances should not be stressful or rushed. We actually think your finances can be fun. That’s right we said fun. We take the time to get to know you on a personal level and move at a pace you are comfortable with. We want you to be 100% confident in the decisions we make together for you to achieve your financial goals.

Retirees

Retirees

We work with people who are thinking about retiring, and those who are already into their retirement. Through our holistic wealth management road mapping we help clients answer questions like:

When can I retire? 

How much money do I need to retire?

How long will my money last once I retire?

Will I be able to sustain the lifestyle I am use to?

What funds should I tap into first when replacing earned income?

When should I begin Social Security benefits?

Business Owners

Business Owners

We offer our wealth planning services to, entrepreneurs, small business owner, and large corporations. Being a business owner can be all encompassing. We work so you can maximize your business opportunities while enjoying your adventures through life. Our goal is to put time back in your pocket so you can invest it in your business. Let us help you plan your personal finances in coordination with your business finances.

Independent Empowered Women

Independent Empowered Women

As women continue to shatter glass ceilings, earn more money, become the main breadwinners for their families, and run their own businesses, it is crucial that they take steps to protect their assets, both personal and business

We specialize in helping women who are in search of a female financial advisor who they can trust

We share a passion to help empower independent women to achieve their financial goals

As a women, you have financial needs that are unique to your situation and where you are on your life adventure.

Are you an empowered independent women looking for a female advisor who you can trust and who can relate to you?

Women seek our help when they are faced with various life events. Weather those events are planned or unplanned we will be there every step of the way with you. 

  • Marriage
  • Starting a new family, expecting or adopting 
  • College planning
  • Family Member Assistance
  • Business Planning
  • Buying or Selling a Home
  • Philanthropy
  • Divorce or Separation
  • Empty Nest
  • Health Concerns
  • Inherited Wealth or Investment Gain
  • Loss of a Loved One
  • Retirement
  • Single Parenthood