Let's get to the heart of the matter

Turning points in our lives present us the opportunities to move forward in a positive or new direction. That’s why we bring together the head and the heart as we help clients discover what’s important to them and empower that change. By incorporating the logic of investing along with empathy and understanding we help women and retirees take charge of their financial future and move forward with confidence.

While trusting someone to handle your financial life can be daunting, we welcome the chance to meet in person and earn your trust – by doing what’s right for you and your family.

Renée Pastor