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We are a boutique, women-led fiduciary advisory and coaching firm focused on helping women navigate major life and career transitions with clarity, confidence, and connection. Unlike traditional financial firms, we combine technical wealth management with coaching, behavioral finance, and community-building. In addition, we provide multiple ways to work with us so that we can meet clients where they are at in their financial journey.

Not all financial professionals are held to the same standard. Many operate under a "suitability" standard, meaning they can recommend a product that is suitable for you, even if it's more expensive or less beneficial than another option. As fiduciaries, we are legally and ethically obligated to recommend what is in your best interest, period. That means every recommendation we make is tailored to your goals, your values, and your financial future, with no exceptions or fine print. When you work with a fiduciary, you can trust that the advice you receive is exactly what it appears to be: guidance designed entirely around you.

Being fee-only takes that commitment one step further. We are only compensated by you - never by commissions, referral fees, or product sales. That means there are no hidden incentives or conflicting loyalties shaping the advice you receive. At Sorelle, we believe everyone deserves to know exactly how their advisor is paid — and to feel completely at ease with the answer.

Sorelle Wealth Partners operates as an independent wealth management firm under the regulatory umbrella of Savvy Advisors, Inc., an SEC-registered investment advisor (RIA) with more than $5 billion in client assets. As investment advisor representatives of Savvy, we carry the same fiduciary obligation to act in your best interest — with the added benefit of Savvy's institutional investment capabilities, credentialed investment team, and professional infrastructure behind us.

In practice, this means you get the personal attention and relationship of a boutique firm, supported by the resources of a well-established national organization.

We specialize in working with women facing a life transition—whether that’s divorce, widowhood, retirement, career change, entrepreneurship or business transition, a sudden financial windfall or other life event. We also happily serve couples, families and men who resonate with our holistic approach.

No. While our specialty is supporting women through life's major financial transitions, we also work with couples, families, and individuals who value a fiduciary, relationship-driven approach to wealth management and want a team that brings both technical expertise and genuine personal attention to the work.

Comprehensive financial planning (investments, estate, retirement, tax strategies, and more)

Flat-fee project-based planning in areas such as strategy, estate planning, investment analysis, business succession, or divorce planning

Financial coaching and values alignment

Community and education through the Sorelle Circle (podcast, workshops, retreats, and peer connection)

Yes. We manage client portfolios and provide ongoing investment guidance as part of a fully integrated wealth management relationship.

Our investment philosophy emphasizes evidence-based, globally diversified portfolios designed for long-term growth — not short-term market timing. By minimizing costs, managing risk through broad diversification, and maintaining a disciplined focus on tax efficiency — including tax-loss harvesting and strategies for concentrated positions — we help clients build and preserve wealth in a way that is aligned with their goals and always in their best interest. It's an approach rooted in what we can control, and built around the life you're working toward.

Learn more about our investment philosophy here.

Tax planning is a core part of our work. We bring deep expertise in tax-aware financial planning, including proactive strategies, tax-smart investment structuring, and year-round guidance. In certain cases, tax return preparation and filing may be made available through Savvy’s integrated platform via its third-party tax partner. We focus on helping clients make informed, intentional decisions while ensuring tax considerations are thoughtfully integrated into their broader financial picture.

Absolutely — and the level of support we provide depends on the complexity of your situation.

For clients with more straightforward estate planning needs, we offer access to essential document creation — wills, trusts, and more — through our partnership with a trusted digital platform.

For clients with complex planning needs, we help design the overall strategy, provide guidance around key decisions such as trustee selection, asset titling, and distribution planning, and collaborate closely with your estate attorney throughout the process. In either case, we serve as a strategic partner to ensure your estate plan aligns with your broader financial picture.

Yes.

Our community, the Sorelle Circle, offers workshops, social and learning events. These experiences are designed to blend financial empowerment with personal growth and connection.

We start with a discovery conversation to understand your goals, values, and current situation. From there, we co-create a plan—whether that’s a one-time project, a coaching engagement, or ongoing wealth management. Every relationship begins with clarity on expectations and outcomes.

Yes. We are licensed to work with clients across the U.S. and meet virtually, as well as in person.

Our ongoing wealth management relationships are generally best suited for clients with more established assets and complex financial lives.

Our flat-fee planning packages are available regardless of asset level and are designed for clients seeking clarity around a specific financial decision or transition.

We're happy to have a conversation to determine which approach is the right fit for where you are today.

Yes. Our cutting-edge client dashboard, powered by Savvy Wealth, gives you a clear view of your financial world. You can link and monitor your investments, track key deliverables and to-dos, and securely store important documents — all in one easy-to-use platform.

No. Neither Sorelle Wealth Partners nor Savvy holds or takes custody of client assets. Instead, we work with trusted third-party custodians — primarily Charles Schwab and Fidelity — where your accounts are held in your name and your assets are fully safeguarded. The custodians are responsible for maintaining your accounts and providing statements, while we manage the overall strategy and provide ongoing guidance. You always maintain full ownership and complete transparency into your financial picture.

Reach out — that's truly all it takes. You can contact Susan or Sara directly, or send a message through our Contact page and one of us will be in touch promptly.

From there, we'll schedule a complimentary conversation to learn about your goals, answer your questions, and explore whether we're the right fit for each other. There's no pressure and no obligation — just an honest conversation about where you are and where you want to go.

Absolutely. We are licensed to work with clients across the U.S. and meet both virtually and in person. Our offices are in Boca Raton, Florida and St. Louis, Missouri — and wherever you are, we'll find a way to connect that works for you

We make the transition as smooth as possible. Once you've decided to move forward, we'll guide you through the paperwork and account setup, help coordinate the transfer of any existing accounts, and begin building a deeper understanding of your full financial picture.

Most clients are surprised by how straightforward the process is — and we're with you every step of the way. Our goal is for you to feel informed, supported, and confident from day one, not just once everything is in place.

Yes. We believe clients are best served when their advisory team works in harmony. We regularly partner with attorneys, mediators, CPAs, therapists, and business advisors to provide integrated support. With a Certified Divorce Financial Analyst^® (CDFA^®) on our team, we bring specialized expertise to family law matters, helping clients and their legal teams make informed financial decisions during divorce.

A Certified Divorce Financial Analyst (CDFA^®) is a financial professional with specialized training to help clients and their attorneys navigate the complex financial issues of divorce, including asset division, tax implications, retirement plans, and future financial planning.

Yes. Our partners speak on women and wealth, tax and estate planning strategies, entrepreneurship, life transitions, and behavioral finance. We also co-host workshops and training sessions with professional partners to bring practical, empowering content to their clients or employees. Please reach out directly to our partners or through our Contact page for inquiries.