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

Are You Ready to Revive Your Social Life?

For those ready to reconnect in real life, here are some tips for overcoming post-quarantine awkwardness.
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. Take a look at some of these for-amusement-only indices.
Economy & Policy

What’s Your Money Mindset?

Understanding your motivators can help you better control your wealth journey.
Markets & Investing

Wise Words From Six Wildly Successful Women

Learn how these well-known women stay focused in a chaotic world.
Technology & Innovation

The Do’s and Don’ts of Managing Up

Working remotely can add an extra challenge to building effective relationships; conquer it with these tips.
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

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

Gender Pay Gap Has Narrowed, but 18-Cent Shortfall Remains

02/08/2021
Women have ground to cover to find pay equity.
Technology & Innovation

Tips for Women Facing a Sudden Career Shift

02/02/2021
The majority of the 20.5 million American jobs lost in April 2020 belonged to women, according to the Bureau of Labor Statistics.
Family & Lifestyle

Study Confirms Women Most Often Manage Their Households

01/29/2021
Women are more likely than their partners to be managing their homes and children’s schedules.
Family & Lifestyle

How to “Fail Forward” and Capitalize on Your Setbacks

11/10/2020
Failure isn’t always the opposite of success – in many cases, it’s a necessary prerequisite. Hear how leaders across industries have reframed their view of failure.
Technology & Innovation

7 Tips for Financially and Emotionally Navigating a Divorce

11/05/2020
Find practical solutions to help you navigate your divorce before, during and after you file.
Family & Lifestyle