Who We Are
Sorelle Wealth Partners is a women-led wealth management firm dedicated to supporting women through major life transitions — widowhood, divorce, business ownership, and retirement. With deep technical expertise and a foundation in behavioral finance, we provide thoughtful, integrated wealth management designed to bring clarity to complex decisions and help you move forward with intention and confidence.
Our work spans investment management, tax strategy, estate planning, and cash-flow guidance — each tailored to your goals, your values, and the life you're intentionally building.
If you're looking for a trusted financial partner who understands both the emotional and practical realities of transition, Sorelle Wealth Partners offers steady guidance, strategic insight, and the clarity to write the next chapter on your own terms.
Susan W. Jones, JD, CFP®, CDFA®
Managing Partner
Susan brings 25 years of deep expertise in wealth management, complex estate planning, and tax planning. Known for her approachable style and solution-oriented mindset, she excels at breaking down complex financial and legal matters into clear, actionable strategies that create meaningful results.
Susan advises clients through major life transitions—divorce, the death of a spouse, retirement, liquidity events, and career changes—offering calm, grounded guidance and highly personalized plans.
Her work is grounded not only in technical depth, but in a firm belief that thoughtful planning begins with understanding the person behind the balance sheet. Susan integrates a coaching-oriented approach into her advisory work, helping clients identify their goals, explore their values, and examine the beliefs about money that shape their decisions. She believes informed decisions happen when expertise and empathy work together, and that sound advice should empower, educate, and strengthen—not intimidate.
Before co-founding Sorelle Wealth Partners, Susan built a distinguished career as a trusted advisor to high-net-worth individuals, families, and private foundations. She practiced tax and estate planning law at an international law firm, became a partner at a national accounting firm, and most recently served as a shareholder at a highly-ranked Registered Investment Advisory firm.
Outside of her professional work, Susan’s greatest joy is her family. She is happily married to her husband, Scott, and is the mother of four children - including three in high school - which keeps life lively and interesting. At home, she’s surrounded by two dogs and a cat, loves gathering everyone around the table to try new recipes, and finds some of her happiest moments on the water, learning the ropes as a novice captain.
Community Involvement
Greater Boca Raton Estate Planning Council
Estate Planning Council of Greater St. Louis
Florida Atlantic University, Madden Center Advisory Board
Education
Washington University School of Law, J.D.
St. Louis University, B.S.B.A. Finance
Certifications
Licensed Attorney
Certified Financial Planner® (CFP®)
Certified Divorce Financial Analyst® (CDFA®)
Certified Life Coach
Sara Gelsheimer, CFP®
Partner
Sara’s path to financial planning didn’t start in spreadsheets — it started with a drive to serve others. Sara earned her college degree in Social Work, committed to making a real impact. It wasn’t until a finance professor challenged her thinking that she discovered a different way to serve others: through financial planning. That conversation led her to become a CERTIFIED FINANCIAL PLANNER™ — combining her love of numbers with her purpose-driven mindset.
Now, with over 15 years in the industry, Sara brings deep experience and personal insight to her role as Partner at Sorelle Wealth Partners. She helps clients take control of their financial future with clarity, confidence, and a plan that reflects their real lives — not just the numbers.
Known for her empathy and straight-talk, Sara simplifies complex financial decisions without judgment. As a working mom of three, she gets how unpredictable life can be — and how critical it is to have a plan that can flex with it.
Sara is especially passionate about empowering women to own their financial journey. Prior to joining Sorelle Wealth Partners, Sara was a shareholder at a highly-ranked RIA where she founded the firm’s women’s initiative focused on building financial confidence through education, support, and community with a mission to create a safe space for women to ask questions, make decisions, and feel in control.
When she’s not with clients or running Sorelle Circle events, Sara’s likely at a concert, out on a trail, or chasing after her kids — ideally with a coffee in hand and a date night on the calendar.
Recognitions
Featured in Harvard Business Review, Women's Health magazine, TODAY Parenting, SUCCESS, and HerMoney
Community Involvement
Hearts and Hope for Uganda – Student Sponsor
Member of Spirit of St. Louis Women's Fund
Connect to Uganda: Far Away Friend sponsor
Education
Murray State University, B.S. in Social Work/Financial Planning Option