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Personal Wealth Advising

Helping Affluent Women-Led Households to Build More & Keep More Wealth

“Being rich is having money; being wealthy is having time.” - Margaret Bonanno

Helping others is the secret sauce to a happy life. Bethesda, MD Investably LLC

How We Serve You

Investment Management

With the support of a team of specialists, tech-enablement, and my ETF investment expertise developed from over 11 years in ETF asset management, we curate your personalized tax-efficient investment strategy to align with your cash flow needs, long-term goals, your values, and your money’s purpose. 

Being an independent fiduciary provides the flexibility to optimally curate solutions from across industry-leading research, investment specialists, and asset managers such as:

Goldman Sachs, SEI Investments, Altruist, Blackrock, Hartford, Vanguard, Advisor123, State Street, and J.P. Morgan

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Holistic Financial Planning

As your trusted partner, we help you solve important questions with an ongoing holistic financial planning approach to managing your financial life with a special focus on: 

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Retirement Monthly Income Planning

We specialize in helping you shift gears from accumulation to decumulation to help you create reliable monthly income and protect from key retirement risks:

  • Outliving Your Assets
  • Losing Assets Due To Tax-Inefficiency
  • Timing Impact from When You Retire
  • Inflation Risks

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A Holistic Wealth Management Experience

Empowering Wealth 

A holistic and tax-efficient approach to orchestrating your financial life for greater alignment with you

Simplifying Life

Modern technology and human support to  keep you informed while you delegate the details

Trusted Partner 

High-touch client experience guiding you to stay on track, accountable, and aligned with your plans

Evidence-Driven Investing