Wealth Choice

WE BELIEVE WOMEN ARE UNSTOPPABLE

At WealthChoice, we specialize in helping women executives and professionals create a better quality of life, for themselves and their families, through personal financial planning, financial consulting, and money management services. Our goal is to help our clients make choices that will allow them to live the life they work so very hard for, now and long into the future.

The women we serve reap the rewards of their hard work and career accomplishments and enjoy the lifestyle they work so very hard for while minimizing four financial derailers: lack of goal clarity, difficulty managing cash flow, lack of a plan for their career or business, and lack of a solid, goal-oriented financial plan.

Driven, smart, compassionate — we’re proud to work with female executives and women professionals who inspire us every day.


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Female Financial Advisors For Women Executives

You work hard and live with intention. You have interests and passions outside of your career. You want your career to work for you, not the other way around. You often ask yourself how you will maintain your lifestyle now and in the future without exhausting everything you have to give today.

If this sounds like you, then welcome to the WealthChoice family — we’re an advisory firm that specializes in serving female executives and professional women who want to live a life filled with joy, passion, and meaning.

Female executives have a terrific tool to create financial security and to live life on their terms — their careers. Yet, they also face unique challenges that hinder their current quality of life and future financial security. Whether you are in the climbing or cruising stage of your career, WealthChoice can help you navigate how to best use your financial resources to ensure sustainability and happiness, now and in the future.

At WealthChoice, we help you leverage your career to make the most of your compensation so you can enjoy and achieve your personal goals over the long term.

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WEALTH CREATORS, DECISION-MAKERS, BREADWINNERS

Today’s women are multi-faceted and nuanced — different from each other. At WealthChoice, our financial advisors embody and embrace what it means to live the life you love. We share your experiences, challenges, passions, and values.

Financial freedom is not all about the numbers. The numbers enable you to live a balanced life while building or maintaining the wealth you have created. The financial plan is what empowers you to get out of bed every day with more energy, excitement, and fulfillment — to go forth and seize your truest hopes and dreams.

WHY WEALTHCHOICE?

Because we are experts in serving female executives and professional women. Because we know how to help you live the life of your dreams.

Traditional financial planning has failed women by ignoring the risks and challenges that often create financial havoc in their lives. While the media has focused on the topic of gender disparity with respect to money and careers, the industry, and society as a whole, has done little to provide real solutions. At WealthChoice, we’re here to change that.

A BETTER APPROACH
It is your life, your money, your career, your family. We believe that you should be the one to choose what’s most important in your financial plan. We put choice and agency back into your hands. Learn More.
TOP NOTCH SERVICE
In our experience, the biggest derailer preventing women executives and professionals from living their ideal lives is having a plan that reflects their passions and pursuits, but also accounts for cash flow and career management.  Learn More.
EMPOWERING
At WealthChoice, you benefit from a process and services that consider every facet of your personal and professional picture to give you the most comprehensive approach to your financial life. Learn More.
DISCIPLINED INVESTMENTS
To ensure long-term financial security and make the most of the wealth you have worked tirelessly to build, we uphold a philosophy that is driven by decades of academic research into the behavior of markets and investors.
FEE-ONLY
WealthChoice is a fee only firm that believes in serving you, not any third party. We hold the designation of Certified Financial Planner™, and as Registered Investment Advisors are proud to be Fiduciaries, which means our clients come first, always.
SUPPORTIVE
We support organizations that effect change – from empowering women executives to supporting less fortunate members of our society. We support Kitchens For Good, Just in Time for Foster Youth, San Diego County Bar Foundation, Lawyers Club of San Diego.

LIVE THE LIFE OF YOUR DREAMS

 

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“Real wealth comes down to living life on your own terms. There’s no specific number attached to happiness or quality of life; it’s all about the choices we make. That’s the reason I named my firm WealthChoice.

Everything you do is a choice; the way you spend your money, the direction you take your career, the order in which you take each action in your day. Realizing the power of choice makes all the difference for women; it sets them free.”

– Bridget Venus Grimes, CFP®

It is through our unique, collaborative, and focused process that we empower our clients to unlock their ideal life. GET STARTED
Wealth Choice
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