&Wealth is an investment advisory firm designed for women who are recreating their lives.
Feeling heard, seen, and considered shouldn’t be such an unconventional experience to have in a financial advisor’s office. We can’t imagine it any other way.
Working with an investment advisor means each decision is free from a false sense of urgency and integrated with your whole life. (Product quotas, market timing, mutual fund loads, and hot stock picks are nowhere to be found.)
A few of the guiding principles we’ve always regarded as common sense:
The way you feel about a financial decision
is a valid factor in making that decision.
Some of the wisest decisions are felt before they are made. You’ve been making them all your life. That’s why there is always room in your asset management strategy for feelings, perceptions, and gut instincts. If an expert’s recommendation doesn’t make sense to you, permission not to follow it. Your advisor is here to ensure that your finances become a steady source of protection—not anxiety.
Permission to wait.
Take as much time as feels right. We will get there. Let’s do it in a thoughtful way. You don’t need to make these decisions alone or under a false sense of urgency. For decisions this significant, one, two, or even three years are not too long to wait before feeling ready to make financial decisions.
Go steady with your assets.
Instead of trying to outperform, time, or even follow the market—let’s protect and be reasonable about growing assets. Let’s make small, incremental adjustments designed to protect you over time from risk. Many things can wait, or be done in stages. Thoughtful, careful consideration and reflection is legitimate, and always preferred to hasty decisions.
No question left behind.
You deserve to understand why your financial advisor is recommending certain options, free from clocks and stopwatches. We have a strict open-door (and open-telephone and email) policy.