Who we are

When we founded Sorelle Wealth Partners, we weren’t just launching a financial firm - we were answering a deeper calling.

We saw too many smart, capable people - especially women - struggling to find trustworthy, holistic financial guidance.

They didn’t want sales pitches. They wanted real conversations. They didn’t want to be talked down to. They wanted to feel informed, supported, and empowered. They wanted more than help managing money - they wanted a partner to help them align their wealth with their values and their life.

Multiple hands with different skin tones stacked on top of each other, showing rings and a watch, symbolizing unity and teamwork.

So we created something different: a -

  • highly credentialed,

  • deeply experienced,

  • female-owned,

  • fiduciary, fee-only

  • wealth management firm.

Together, we offer both ongoing comprehensive wealth management services and custom project-based planning and coaching, because no one’s life fits neatly into one box.

People analyzing financial charts and data reports on paper and a tablet in an office setting.

But even more than that - we created a space where women can feel confident, gain clarity, and build genuine connection around their financial lives.

You’re not just a client - you’re part of the Sorelle Circle.

That’s why our motto is more than words. It’s our mission:

Inspiring Confidence, Clarity, and Connection.

Our Services

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Ready to take the next step?
Let’s have a conversation. No pressure. Just a space to talk honestly about what you’re facing and how we can help.

Contact Us