Explore the New Paradigm in Investing
Services
Discretionary Investment Management
When I manage your investments, it’s not a set-it-and-forget-it plan. I actively adjust your portfolio based on what the market is doing, shifting between stocks, bonds, and other assets as opportunities come and go. That’s called dynamic asset allocation, and it helps keep your money working in the right places at the right time.
For clients who want to be more aggressive, I also use tools like options and short-term trades to reduce risk and take advantage of moves in the market, even when things are uncertain.
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Every portfolio I build is customized. We’ll factor in your comfort with risk, your goals, your timeline, and even your values. That could mean focusing on socially responsible companies, or investing in specific sectors like technology, healthcare, or international markets. No two plans are the same because no two people are.
Coaching
My coaching is built to help you take control of your investments, whether you’re just starting out or looking to refine your edge. I’ll teach you how to read charts, understand platforms, and screen for stocks and sectors that are actually moving. You’ll learn how to manage risk, size your trades, and spot opportunities with real momentum.
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A big part of this process is building the right mindset. Together, we’ll work on the psychology of investing, how to stay steady through drawdowns, make clear-headed decisions, and create habits that support long-term growth. If you want to build a long-term portfolio, I’ll help you structure one that matches your income goals and values. If you want to actively manage your trades, I’ll show you how to do it with discipline, precision, and adaptability.
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All of this is taught one-on-one, directly with me, not a generic course or a firm that passes you off to someone else. It’s practical, hands-on, and built around you.
The Strategies They Never Taught You
TACTICAL ALLOCATION
The market moves in rhythms and each sector has its moment. We monitor the heartbeat of the economy to find where capital is flowing, aligning with strength and stepping away from weakness. Sector rotation isn’t guessingit’s reading the room, then acting with precision.
MOMENTUM
Momentum is energy in motion and we know how to ride it. We spot trends early, lean in with confidence, and shift when the tide turns.
LEVERAGE
More than just borrowed capital leverage is using every tool at your disposal. Options, futures, knowledge, and timing to magnify potential without ignoring the risk.
Retirement - Growth - Income
SAFETY
Growth is meaningless without protection. We build from a place of strength, guarding downside, managing volatility, and preserving peace of mind.
INCOME
Passive cash flow is power. Whether it’s dividends, premiums, or structured payouts, we focus on creating steady streams that work while you sleep.
STRATEGY
We don’t follow Wall Street’s outdated map. We draw our own. Strategy at She Wealth means tactical positioning, smart sector rotation, and adaptive allocation.
Rooted in Care - Grown in Confidence
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A strategy built around your goals, values, and risk comfort
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Transparent communication (no smoke and mirrors)
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Deep care, consistent attention, and informed decision-making
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A relationship rooted in trust, not just transactions
Take the First Step Ready to Claim Your Financial Power?
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Whether you're planning for retirement, building income, or aiming to grow and protect your capital, you're not alone.
We’re here to partner with you through every market cycle, every life chapter.
Join a community of clients transforming uncertainty into confidence and clarity.
Schedule Your Complimentary Consultation
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About Me
Vanessa Friedman
Founder & Chief Investment Officer
I built She Wealth Advisors for people who want to invest with intention - not convention. Whether you're new to investing or deeply experienced, risk-averse or ready to go bold, what matters is that you're ready to think differently. This isn’t a typical advisor relationship.It’s collaborative, personal, strategic. You bring your goals, your ideas I bring the execution, risk management, and experience. Together, we build wealth that reflects who you really are.
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I started investing in my early 20s, drawn to long-term strategies and inspired by value investors like Warren Buffett. For nearly 30 years, I followed that path; patient, disciplined, focused on fundamentals and compounding. It worked. But over time, I began to see things differently. I started questioning the old playbook and digging deeper into what really moves the markets now. That curiosity led me into technical analysis, algorithmic trading, and tracking institutional behavior behind the scenes. I added short-term trading, long and short positioning, and pattern recognition into my skill set. Now I work within a new paradigm one that blends timeless investing principles with real-time strategy. Whether the goal is growth, protection, or income, I create portfolios that move with the market instead of against it.​
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