The intersection of life and financial planning.

We’re not like everyone else.

But neither are you.

Here’s why.

You are:

looking for wealth management solutions with your whole life-and all its moving parts-in mind.


We are…

Trusted confidantes, dream architects, authentic, thoughtful, straight-shooters. We work with people throughout the nation who see their future as greater than their past.

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We empower…

Women with their wealth. Our innovative Future Focus Quest™ is designed to ask thoughtful questions to build the most realistic and strategic plan.

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We believe…

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.

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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.

Learn more and download workbooks

WHC Chat

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    Financial planning tools

    As we get further and further away from ever balancing a physical checkbook, a few people may hold on...

  • Making a difference with ESG investing
    Making a difference with ESG investing

    Tanya is getting more and more interested in what is in the investment portfolio she inherited when Frank died....

  • The widow’s penalty
    The widow’s penalty

    There are ways to rein in the additional impact of the Widow’s Penalty on the survivor’s finances. For couples,...


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