& Wealth Parnters

read moreAmong the many established firms in the marketplace, &Wealth was expressly created to be the premiere financial advisory firm for a select group of women who are managing major life events and their own, new-found finances for the very first time. Given our clients' distinct needs - along with their attorneys' unique requirements, &Wealth simplifies the inherent complexities and reduces the stresses of the investment management, financial planning and divorce decision making process. With an elite, hand-picked team, &Wealth blends its focused step-by-step financial planning system with thoughtful communication and a personalized, "go-at-your-own pace" approach.

read moreThe foundation of &Wealth is our investment management expertise. With a collective 50+ years of experience, &Wealth simplifies the complex world of investment allocation, manager selection and ongoing monitoring support that our clients require. At &Wealth, we believe the key to success in any long-term investment plan is to have a robust reserve of cash to provide for any short term or unexpected spending needs. We believe in this common-sense principle of investing. If we have learned anything over the years, fancy and complex does not necessarily mean better.