Business Details
17 Years
experience
Trusted Financial Advisers for Women
Founded in 2009, &Wealth was created to serve as a premier financial advisory firm specializing in empowering women navigating major life transitions. Our mission centers on providing personalized financial planning, investment management, and divorce financial planning services tailored to women managing newfound financial independence. With a team of seasoned professionals including certified financial planners and former estates attorneys, we combine decades of industry experience with a client-first philosophy. Our approach emphasizes emotional intelligence, educational empowerment, and practical financial strategies that align with clients' life goals. We distinguish ourselves through a commitment to simplifying complex financial processes while maintaining transparency in all recommendations.Our expertise spans net worth analysis, retirement planning, tax-efficient estate strategies, and long-term investment management. By prioritizing client comfort and understanding over industry conventions, we foster financial confidence through patient guidance and customized solutions. Our team's collective 50+ years of experience informs our ability to address both immediate financial needs and long-term wealth preservation. We operate with the belief that financial decisions should balance analytical rigor with personal intuition, ensuring clients feel empowered throughout their financial journey.
Services
Financial Planning
Investment Management
Divorce Financial Planning
Asset Management
Comprehensive Financial Analysis
Details
- Year established: 2009
Highlights and features
- We specialize in financial services for women navigating life transitions
- Our team includes certified financial planners with 50+ years combined experience
- We prioritize personalized education over generic investment advice
- Our divorce financial planning services address both emotional and practical needs
- We maintain transparent, jargon-free communication throughout the planning process
Associations and certifications
- Certified Financial Planner Board
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps for women navigating life transitions. We analyze net worth, income streams, and future goals to develop practical strategies that address retirement planning, insurance needs, and estate considerations. By focusing on individual circumstances rather than generic templates, we help clients build financial confidence through education and transparent guidance tailored to their unique life situations.
Investment Management
We simplify complex investment decisions through a straightforward approach emphasizing low-cost, transparent portfolios. Our team monitors market trends while maintaining personalized strategies that align with clients' risk tolerance and financial objectives. We prioritize building diversified portfolios with clear rationale, ensuring clients understand their investment choices while maintaining adequate cash reserves for short-term needs and unexpected expenses.
Divorce Financial Planning
This specialized service supports women through divorce-related financial decisions by providing expert analysis and strategic guidance. We prepare cash-flow assessments, net worth statements, and tax projections to inform settlement negotiations. Our team collaborates with legal professionals to ensure equitable asset division while developing post-divorce financial strategies that establish long-term economic independence and security.
Comprehensive Financial Analysis
Our detailed financial analysis evaluates clients' complete economic picture through balance sheet preparation and lifestyle expense reviews. This service identifies strengths and areas for improvement in current financial practices while establishing baseline metrics for future planning. We provide actionable recommendations for budget optimization, debt management, and wealth-building strategies tailored to individual circumstances and life goals.
Wealth Planning
We develop customized wealth preservation strategies that align with clients' values and family needs. Our approach combines tax-efficient planning with practical considerations for multi-generational wealth transfer. By focusing on clients' unique circumstances rather than standardized solutions, we create adaptable plans that address both immediate financial concerns and long-term legacy goals through coordinated estate and investment strategies.
People
Dorie Fain
Founder and CEO
Certified Financial Planner with 25+ years experience, previously at Smith Barney. Founded &Wealth in 2009 to provide women-focused financial guidance. Ohio State University graduate and board-certified CFP dedicated to empowering women through personalized financial education.
Natalie Sherman
Head of Wealth Planning
Former estates and trusts lawyer with 25 years at national law firms. Specializes in creating customized, tax-efficient financial plans. Harvard Law graduate and former partner at Gallagher Evelius & Jones. Focuses on collaborative, client-centered financial strategies that align with family values and long-term goals.
Questions
What makes &Wealth different from other financial advisory firms?
&Wealth specializes in serving women navigating life transitions with personalized financial education and emotional intelligence. Our team combines certified financial planning expertise with legal background to provide practical, jargon-free guidance tailored to women's unique financial journeys.
Do you work with clients outside the Baltimore/New York areas?
While we maintain offices in Baltimore and New York City, our services are available to clients nationwide through virtual consultations and remote financial planning capabilities.
What experience does your team have with divorce financial planning?
Our team includes former estates attorneys with decades of experience in divorce-related financial matters. We provide specialized services including cash-flow analyses, asset division strategies, and post-divorce investment management tailored to women's needs.
How do you approach investment management for new investors?
We emphasize education and simplicity, focusing on low-cost, transparent investments that clients understand. Our approach builds diversified portfolios with clear rationale while maintaining adequate cash reserves for short-term needs and unexpected expenses.
What financial planning services do you offer without investment management?
We provide standalone financial planning for clients without liquid assets or those preferring to keep existing brokers. Services include net worth analysis, budget preparation, retirement planning, insurance reviews, and comprehensive financial assessments without mandatory investment relationships.
