Many of our clients are smart, capable women who truly desire a caring, holistic advisor whose passion is to empower them to live life on purpose!
They want an advocate that speaks their language, listens with empathy and understanding and guides them toward financial and personal happiness.
Our mission is to provide sage advice and make sure your capital is working in concert with what is important and meaningful to you.
The Women's Choice Award® (WCA®) Financial Advisor program was created by WomenCertified Inc., being listed is not an endorsement by them or their partners/affiliates and is no guarantee of future investment success. The award is based on 17 criteria: credentials, experience, regulatory history, etc. Advisors do not pay a fee to be considered or listed. WCA® Financial Advisors/Firms represent less than 1% of advisors in the U.S. As of 12/31/2019, of the 542 considered, 169 were awarded, www.womenschoiceaward.com.