About Us
High-achieving women deserve
better financial guidance.
As a successful woman, you’re the breadwinner supporting your current lifestyle – and future goals. But doing it all – advancing your career, investing in your family, and pursuing meaningful relationships and hobbies – leaves little time for complex financial planning.
You have questions like:
- Am I saving enough for retirement while also funding my kids' education?
- How can I reduce the amount I pay in taxes?
- What investment strategy fits my goals?
- Will I ever be able to get off the work hamster wheel and enjoy my life?
WealthChoice understands the unique challenges you face. Our boutique team can help you to build a customized plan that:
Organizes your
finances
Empowers you to make decisions with confidence
Moves you toward the life you’ve always wanted
Financial Planning Services for Women
How We Help
Dive into our case studies by scrolling over each of our clientele below.
Tech
Executives
Female
Attorneys
Female
Founders
Breadwinner Women
Why WealthChoice?
Women-Led Approach
We built our practice around the financial needs of hardworking women like you. As equal partners, we guide you with empathy and relatability.
Independent & Objective
As a fee-only firm, our incentives are 100% aligned with your success, not product sales. Expect transparent advice free of conflicts of interest.
Tenured Expertise
You’re facing financial problems and career roadblocks that are unique to being a breadwinning woman – and we have over 15 years of experience assisting clients who have walked your path.
Focused Guidance
Because we work with clients just like you, we’ve truly seen it all. Our job is to take our years of experience and transform it into personalized financial advice that’s uniquely tailored to your individual goals and situation.
What Our Clients Are Saying
“WealthChoice provides client specific life planning...
The service is personal and I love that it's tailored toward women.”
Molly S. | Managing Director
“Bridget really cares about you and wants to help you...
not only in a financial way but wants you to be happy and healthy in all your walks of life!”
Nicki J. | Retired
These testimonials were given by current clients; No cash compensation was provided for the testimonial; and there are no material conflicts of interest on the part of the person giving the testimonial resulting from the investment adviser’s relationship with such person. Future results cannot be guaranteed. Each client’s experience will differ.
Your financial planning partners
Meet The Team
At WealthChoice, our team believes in white-glove service, ensuring highly personalized financial guidance for every client we partner with.
By maintaining an exclusive client roster, we are able to devote truly individualized attention to every person we serve. Our boutique size allows us to form authentic connections and tailor each recommendation to your unique vision.
Your story is our story, and your wins are our greatest victories. We’re excited to celebrate milestones alongside you, navigating the roadblocks you face along the way together.
Bridget Venus Grimes, CFP®
As a CERTIFIED FINANCIAL PLANNER™ and CFP® Board Ambassador, I founded WealthChoice with a mission to empower women to take control of their financial lives and make confident decisions as the breadwinners in their families.
Through my own journey, I experienced firsthand the challenges many professional women face – career setbacks, financial discrimination, balancing competing priorities, and navigating complex situations like divorce or building a company.
These experiences fueled my passion for providing exceptional guidance to help women achieve financial security and live the life they’ve worked so hard for.
At WealthChoice, we create a supportive community where women can find the resources, education, and trusted advice they need to navigate their unique financial circumstances with confidence. I take pride in being a connector and collaborator, bringing together inspiring women in business through my work as co-founder of Equita Financial Network, a community for female financial advisors.
My role is not just that of an advisor, but also an educator, speaker, and mother. I love spending time with my husband on our boat in the San Diego Bay, cooking with amazing California produce, playing golf with my girlfriends, entertaining friends and family, and mentoring the next generation.
Life is meant to be lived, and I'm passionate about helping other women achieve that same sense of financial empowerment and fulfillment.
Alma Mater:
Mount Holyoke
Favorite Recipe:
The NYT Individual Beef Wellingtons
Best place to spend a Saturday:
The Desert Botanical Gardens
As Seen In
Marnie Bonner
Marnie Bonner is an Associate Financial Planner at WealthChoice, based in New York City.
Originally from San Diego, CA, Marnie obtained her Bachelor of Business Administration in Finance from Southern Methodist University in 2019. After graduating, she relocated to the Big Apple with her partner Will and their beloved cat Cleo, who she rescued from a Dallas animal shelter.
Marnie is an active member of the Financial Planning Association of Metro NY, staying up-to-date on industry trends and best practices. In her role, she leverages her expertise to create personalized financial plans tailored to each client’s unique needs and objectives. Her best piece of financial advice?
"Save early. It's amazing how much putting just a little away early changes the retirement equation."
When not crunching numbers, Marnie enjoys exploring NYC’s vibrant food scene at spots like Los Tacos, Joseph Leonard, and Shukette. An avid runner, you can find her logging miles on the West Side Highway. She also loves spending time wandering around the Brooklyn Botanic Garden and can’t wait to start volunteering at her local animal shelter.
Take Control of
Your Financial Journey
It’s time to slide into the driver’s seat – you’ve earned it. Reach out to our team today to learn how we can help you.