Where Wealth Meets purpose
We are a boutique, women-led fiduciary wealth management firm dedicated to helping women align their wealth with what matters most. As a fee-only firm, we serve as a trusted partner for clients navigating life’s transitions—both expected and unexpected—helping them make thoughtful decisions with purpose and direction.
Our work integrates sophisticated financial planning, investment management, tax strategy, and estate planning with coaching and behavioral finance — because understanding the numbers is only part of the equation. Truly aligning wealth with intention requires knowing what drives your decisions, what you value most, and what kind of life you're actually building.
Through our partnership with Savvy Advisors, Inc., a modern wealth management platform with more than $7 billion in client assets, we combine the personal attention of a boutique firm with the resources of a national organization. Savvy provides institutional-grade investment capabilities, technology, and the operational infrastructure that supports an exceptional client experience—from onboarding forward.
widows
When Sally unexpectedly lost her husband, she was overwhelmed and grief-stricken. We helped her pull the financial pieces together and feel confident that her money will not only last her lifetime but allow her to gift to her children and charity now.
divorcees
When Joan began the divorce process, she was worried about what her next chapter would look like financially. We built and compared multiple financial scenarios and assessed the tax consequences of different asset-division approaches, giving her the ability to enter settlement negotiations with confidence.
couples
Bob and Jane had built a full life together. Bob handled most of the finances, but he knew that could change — and he wanted Jane to feel just as confident and secure no matter what the future held. Together, they turned to us to bring all the pieces of their financial life together, so both of them always knew where they stood.
business owners
Jennifer built a successful floral business, but she needed thoughtful guidance to align her entrepreneurial decisions with her personal financial life. We partnered with her to integrate business strategy and personal planning—coordinating cash flow, tax strategy, retirement options, and long-term goals—into one cohesive plan. The result was a unified approach that supported her company’s continued growth while honoring her broader priorities and vision for the future.
Frequently Asked
Questions
We are a boutique, women-led fiduciary wealth management firm built for women navigating meaningful life transitions. Our approach centers on wealth with intention, combining technical expertise in financial planning, investment management, tax strategy, and estate planning. We integrate coaching and behavioral finance because your plan should account for how you think, what you value, and the life you're intentionally building. The result is wealth management that is both robust and deeply personal.
In additional to our wealth management services, through the Sorelle Circle we bring clients into a broader community of like-minded women via our podcast, Her Wealth: Unscripted, workshops, and events.
While our specialty is supporting women going through life transitions such as divorce or loss of a spouse, many of our clients are couples, families, and men who align with our mission and value a coaching-based, holistic approach.
Every relationship begins with a discovery conversation — a chance for us to understand your goals, values, and the full picture of your financial life. From there, we build a personalized plan and investment strategy tailored to where you are and where you want to go, with clear expectations and a shared vision for what success looks like. Whether you're looking for ongoing wealth management or need specialized advisory support for a specific situation, we'll help you determine the right fit from the very start.
We are an independent, fee-only firm. Our compensation comes directly from the clients we serve, with no commissions, product sales, or third-party compensation, aligning our interests with yours.
Most clients engage us through an ongoing wealth management relationship, with fees based on assets under management. We also offer specialized advisory services on a standalone basis when appropriate, with fees tailored to the scope and complexity of the engagement.
In every case, fees are discussed and agreed upon in advance, and clearly outlined in our client agreement, so you'll know exactly what to expect before we begin.
Our primary offering is comprehensive wealth management — financial planning, investment management, tax strategy, estate and legacy planning, and life transition support, brought to life through a coaching-informed approach that keeps your values and goals at the center of every decision.
For clients navigating certain high-complexity situations, we also offer specialized advisory services, including divorce financial analysis, business succession planning, and other consulting engagements requiring specialized expertise.
Our podcast - Her Wealth: Unscripted
Real conversations about money, life, and the moments that change everything.
Her Wealth: Unscripted is a podcast for women navigating life's big transitions — divorce, widowhood, retirement, business ownership, caregiving, and second acts. We're joined by inspiring women who bring expertise, insight, and lived experience to every conversation.
No jargon, no scripts — just honest, compassionate guidance to help you align your wealth with the life that matters most to you.
Introducing The Sorelle Circle
A space For Women
We know the journey is easier when shared with others.
The Sorelle Circle is more than a community - it’s a place to learn, connect, and grow alongside women who truly understand what you’re going through.
Whether you want to feel more confident about your money, rediscover your goals, or simply feel less alone in the process, the Sorelle Circle is here for you.
Because at Sorelle Wealth Partners, you’re not just a client. You’re part of a community.