The world in your image

The fearless, powerful women creators we work with are defining conscientious capitalism with their success and in their pursuit of their next impactful goals. Entrepreneurs, trendsetters, breakers of convention – we work to support their lives and ventures with thoughtful, thorough and ethics-driven financial advice and investment strategies.

We start with a holistic approach to wealth strategy, taking into account our clients’ whole lives, sources of wealth, assets, values and long-term ambitions. We then tailor recommendations and strategies to suit. We will also take a thorough inventory of risk and make balanced recommendations for portfolio strategies, insurance and other methods to defend against them.

Further, to ensure that their goals and their careers and other pursuits are in alignment, we also work collaboratively with our clients’ business managers, lawyers and accountants.

Our collaborative process

We’ll help unify your team and your financial strategies with your goals.

In addition to a diversified range of financial and investment services, we offer a particular focus on sustainable and socially conscious investments, empowering our clients to align their wealth with the future they wish to create. In the realm of philanthropy, we assist our clients with thoughtful giving strategies focused on maximizing their impact while working in coordination with their personal financial strategies.

Women creators continue to break barriers and reshape the world. We’re excited to help them pursue their next big thing with guidance informed by their lives.

Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.