Flourish Wealth Management For Women

Flourish… simply wealth is the tri-state area’s boutique “women in transition” financial planning firm. Life can undoubtedly change in an instant, and we recognize that. Whether our client is retiring, changing jobs, recently widowed or going through divorce, we are an advocate for them and their family’s needs. Women can often find themselves handling their finances for the first time in these situations, and it can be an overwhelming and daunting task to face.

Our advisors use a holistic guidance approach to help women plan the lifestyle they want to live by working to eliminate fear, confusion and stress associated with making financial and investment decisions.

Instead of encountering long-winded stockbrokers and Wall Street jargon, at Flourish, you’ll quickly discover the qualities that set us apart from our competitors: listening, perseverance and compassion. We build relationships, not just business. When you Flourish, we Flourish… it’s that simple… simply wealth.

At Flourish, we don’t try to be everything to everyone. We just focus on being everything to you. After all, it's really not about us, it's about you and your future. We operate under a “whole life thinking” approach, one that continuously adds value over the life of our partnership with you. Your goals, our guidance, together.


So What Does Working Together Mean To You?

It means you are never alone. You are part of Flourish’s winning team, a team with a fundamental drive for sustainability. Continual communication and collaboration ensures that the investment & financial planning journey we embark on provides a safe environment for you to talk about what's important to you. You can ask questions regardless of the level of investment knowledge you have may. We like to call it “investing without intimidation”.

Ready To Face Your Financial Fears?

Financial Therapy. The “T” word. Yeah, we said it. Now that we have that out of the way, we can deal with what you are afraid of. Are you afraid of not having enough money for retirement? Or maybe you're afraid of out living your spouse? Not sure how you're going to fund your kid's college education? Caring for an elderly parent? Or going through a divorce? BREATHE! You have just taken the first step of financial therapy - recognizing you need help. We can get you comfortable with the investment and planning process, help you invest wisely for your future and conquer your financial fears once and for all!