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

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

Making a Job Move? Don’t Overlook the Negotiation Phase

Consider these tips for maneuvering through the current candidate-driven job market.
Family & Lifestyle

Weave More of What You Love Into Everyday Life

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

New Year, New (Financial) You

Five healthy financial habits for women investors to weave into their 2022 goals.
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.
Family and Lifestyle

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.
Family & Lifestyle

Emergency Savings Calculator

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

Long-Term Care Calculator

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