a widow looking for wealth management solutions with your whole life-and all its moving parts-in mind.
Trusted confidantes, dream architects, authentic, thoughtful, straight-shooters. We work with people throughout the nation to create a life and legacy they desire.
Women with their wealth. Our innovative Future Focus Quest™ is designed to ask thoughtful questions to build the most realistic and strategic plan.
Money matters. As a Registered Investment Advisory firm (RIA), we’re beholden to no one but you. Our fees are transparent and there are no hidden costs or expenses.
What happens when life throws you a curve ball?
Preparing for the unthinkable before or when it happens just got easier.
If you’re looking for a checklist of what to do before you or your spouse dies to prepare or how to rebuild your personal and financial life after the loss of a spouse, we have you covered.
Life has thrown us a curveball, and we’re trying to figure out what to fix first. Enter the CARES...March 30, 2020
We are positive people. We look for the good and the blessing in every situation–the silver linings. We will...March 19, 2020
Sally stood in the cluttered Boston living room. Everywhere she looked, her eyes rested on another exotic piece of...March 9, 2020