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

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

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

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 & Life Events

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 & Life Events

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.
Lifestyle & Technology

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 & Life Events

Has 2020 Thrown Your Budget Off Course?

11/04/2020
When things don't go as planned, small changes can get you back on track.
Lifestyle & Technology

Making a Career Pivot

08/11/2020
Need to change jobs? Read five tips to help you redesign your work life.
Family & Life Events

Ready to Negotiate on Your Next Big Purchase?

07/29/2020
Three ways to help you land a better bargain on your next car or home.
Lifestyle & Technology

As Shopping Evolves, Retailers Use Technology to Keep Pace

07/28/2020
The retailers thriving amid the pandemic are the creative and nimble ones.
Lifestyle & Technology

Wise Words From Six Wildly Successful Women

05/11/2020
Learn how these well-known women stay focused in a chaotic world.
Lifestyle & Technology

Closing the Life Insurance Gender Gap

05/07/2020
The old rules for how much coverage you need may no longer apply.
Family & Life Events

401(k) Savings Calculator

A 401(k) can be one of your best tools for creating a secure reti...
Retirement & Longevity