About Us

Our Mission, Vision, and Values

Why We Exist

Our mission is to support the next generation of women and conscious investors as they take confident steps toward financial independence. We support these investors every step of the way as they develop their capacity for making a positive impact with their wealth—in their families, in their communities, and in the world.

Our Vision

Responsible investment accelerates positive change on every level, and we envision a legacy of abundance and ease for all communities. Our financial choices today will unlock the sustainable, just and fulfilling future we all deserve.

Our Values

We believe that financial well-being is a gift you give yourself and the people you love, and that your financial decisions should reflect who you are, where you’ve come from, and where you are going.

Integrity

Our mission is to support the next generation of women as they take confident steps toward financial independence. We support women every step of the way as they develop their capacity for making a positive impact with their wealth — in their families, in the communities, and in the world.

Balance

We know that financial wellbeing isn’t limited to your bank accounts, so we take our clients’ entire lives into consideration — acknowledging that health, career, family and relationships, as well as goals such as travel and entrepreneurship, are essential elements of a life well-lived. You deserve to live your best life.

Empowerment

We believe that an educated client is an empowered client and that learning to manage money can be a source of pride. We provide women of all ages with the knowledge and tools they need to master their financial well-being. We also provide financial literacy workshops and classes to help uplift our local community.

Fairness

We stand for equal rights, equal pay, and equal opportunity, so we align with clients who share those commitments and want to put their wealth to work for the greater good.

Meet the Team