We created WealthChoice because we felt our industry drastically underserved our needs. We recognize that women are wealth creators and decision makers, and different from one another. We get it, because we both embody and embrace the difference. We look like our clients. We understand you because we share your experiences, challenges, fears, passions, and values.
Women are increasingly likely to be the household breadwinner, so its imperative we manage our career challenges and take control of our financial futures. Women are knowledgeable and capable, but often a lack of confidence holds them back from the leadership positions that would grant them the means to realize their most cherished goals. We encourage a speak-up culture that encourages even the most quiet voice to be heard. We value communication, understanding, education, efficiency, and the importance of aligning investments with your life goals.