Understanding the challenges of the LGBT2Q+ community and how we help

We personally understand the unique planning needs of LGBT2Q+ individuals and families being active members of the community ourselves. As your financial guide, we help you see all angles of the bigger picture – important things like protecting your family or passing on a legacy to the next generation.

We are innately aware of the sensitivities, concerns and needs of our clients and proudly offer a safe environment where everyone feels confident to be their authentic selves. You can rely on us to provide customized guidance to manage and protect your hard-earned wealth.

Services Include

  • Investment Advice and Education
  • Cash Management
  • Tax Considerations
  • Risk Management
  • Retirement Plans
  • Estate, Legacy & Strategic Charitable Planning

Weave more of what you love into everyday life

How to mindfully incorporate your favorite things in your day-to-day.
Family & Lifestyle

In the 1920s, hemlines were thought to predict the economy

Throughout history, select economists have used creative forecasting methods to predict booms and busts.
Family & Lifestyle

Full hands, full hearts: becoming a caregiver

Caring for a spouse or parent is a love story that, like others, has obstacles to overcome.
Family & Lifestyle

Relaunching your career with a returnship

These internship-like programs are gaining popularity for women re-entering the workforce. Learn what they're all about.
Family & Lifestyle

Double the inheritance, double the planning

Women may be in for double the planning when it comes to managing windfalls.
Family & Lifestyle

7 tips for financially and emotionally navigating a divorce

Find practical solutions to help you navigate your divorce before, during and after you file.
Family & Lifestyle

Wise Words From Six Wildly Successful Women

Learn how these well-known women stay focused in a chaotic world.
Family & Lifestyle

Emergency Savings Calculator

Having adequate emergency savings can make unforeseen unemploymen...
Savings & Investments

Long-Term Care Calculator

Long-term care is needed by those who can't perform the basic tas...
Insurance

Should my spouse work?

This calculator is designed to help you see the financial impact ...
Personal Finance