Our Services

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Solutions to ensure you get the support you need, the way you need it

At Sorelle Wealth Partners, we know everyone’s financial journey looks different—especially during life’s defining moments. That’s why we offer two flexible ways to work with us.

For those seeking an ongoing partnership, our Comprehensive Wealth Management service provides continuous financial planning, investment management, and guidance tailored to your evolving life.

Through our partnership with Savvy Wealth—a modern RIA platform with over $3 billion in assets under management and a commitment to the fiduciary, fee-only standard—we’re able to combine the personal attention and dedicated team of a boutique firm with the scale and capabilities of a national platform. Savvy provides institutional-grade investment infrastructure, advanced research, and cutting-edge technology, which enhances our ability to design, implement, and manage sophisticated portfolios.

For those who need clarity around a specific moment or decision, our Custom Flat-Fee Planning & Coaching Packages deliver focused, stand-alone support in areas like tax strategy, estate planning, investment analysis, business succession, or divorce planning.

However you choose to work with us, our goal is the same: to inspire confidence, clarity, and connection as you move forward.

  • Comprehensive Wealth Management

    For clients who want ongoing partnership, we offer full-service wealth management under a traditional Assets Under Management (AUM) model.

    This option is ideal if you’d like a dedicated team to manage your portfolio, guide your plan, and stay by your side year after year, ensuring your financial life stays aligned with your values and long-term vision.

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  • Custom Flat-Fee Planning and Coaching Packages

    Not everyone needs (or wants) ongoing wealth management. For clients seeking targeted expertise, we offer custom stand-alone planning and coaching packages at a flat fee.

    These are designed to give you clarity and actionable guidance without requiring a long-term commitment.

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