Independent Women

iStock_000019489775XSmallWomen demand and deserve openness, transparency and respect when dealing with financial advisors. We work with our clients to develop tailored solutions and strategies based on specific goals and values. We do not make recommendations based on receiving commissions and we are not product pushers. As a Registered Investment Advisor (RIA) we have a fiduciary responsibility to provide performance reporting and disclose all fees to our clients.  We believe in over communication and meeting face to face on a regular basis. The stronger our relationship the better team we will make navigating the various financial challenges that life presents.