Why I Started She Wealth Advisors

I opened She Wealth because I wanted to improve the lives of others. And I’ll be honest, it’s not completely altruistic. The truth is, when you help others, you help yourself. Like a teacher who learns from their students, every exchange brings growth on both sides. Everyone benefits.

By blending innovative strategies for those with significant resources with a vision to lift up those who’ve had less access, She Wealth builds not just portfolios, but confidence, security, and possibility. My goal is to create a community that gives people a chance to experience wealth in a way that takes away worry, whether that means paying down debt, saving for retirement, enjoying travel, or simply embracing the freedom of living life in first class.

People often ask:

“If you’re able to perform so well in the markets on your own, why start an investment firm instead of just focusing on yourself?”

The answer is simple: that’s not why I’m here. My purpose is to use my gifts and passions not only to provide for my family but also to lift others, a lesson I try to pass on to my children every day. And the beautiful part is this: once I committed to building She Wealth, my own performance in the markets grew stronger than ever. It was confirmation that I was exactly where I was meant to be.

She Wealth is being built in stages, with one ultimate goal: to help those who’ve never had the same access or opportunities, but who deserve a leg up.

Step 1: Begin the path

The journey starts with a small circle of households who already have significant resources. By keeping this group small and focused, I can give each household the attention they deserve while laying the groundwork for the bigger vision ahead.

Step 2: Open the way

Once the path is secure, the true purpose begins, addressing the very real wealth gaps that exist. Women today hold about 30% less wealth than men, and LGBTQ+ individuals are far more likely to face financial insecurity and retirement shortfalls. For too long, these groups have been shut out of traditional wealth building.

Step 3: Walk together

Yes, I’m asking high-net-worth households to step in first, because their partnership makes this journey possible. But the impact doesn’t stop there, each step forward creates a ripple, widening the circle, lifting others, and proving that wealth, when shared with intention, can transform lives and communities.

The invitation

If you’re in the position to join me now, I’d be honored to partner with you. If not, please share this with someone who might be ready. My hope is that this inspires you to use your own gifts and passions to help others, and so on, and so on.

Because in the end, isn’t that what it’s all about? 🫶