You’ve built careers, you’ve raised families, you’ve been fortunate to accumulate wealth, but life doesn’t always go as planned.
Most of our clients are smart, successful women but a recent event has changed their focus and priorities, creating three concerns:
Together we will create your Meaningful Wealth Plan, designed to support your new vision of your life
We will customize your Balanced Investment Strategy which balances your desire for safety with your need for growth and freedom
You are welcome to join the Women’s Wealth Circle, sharing inspiration to become more intentional with your money
Our mission is to create a safe environment where you can explore, share, dream, and create an even more fulfilling life.
With Laurie, you will…