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"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

Custom plans for every stage of life.

Wherever you go, we'll go there with you.

WORK

WORK

We love working with business owners, executives and health care professionals to bring financial empowerment to your business. With laser like focus, we support our clients as they travel on their journey to financial independence.

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WEALTH

WEALTH

True wealth is more than your money. It includes your lifestyle, your family, your business or career and the causes you care about deeply. Financial planning is the first step in helping you design your ideal lifestyle. We are dedicated to helping you build your Prosperity BluePrint™ that guides you on your journey to financial independence.

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WORTH

WORTH

We realize that our wealth includes our dreams, hopes and deepest desires together along with our financial future. Savvy Women was started out of this desire to build a community where women can build comradery, confidence, friendships and learn that taking care of ourselves allows us to be better leaders in and outside of our homes.

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Press Releases

Press Releases


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As Seen In...

As Seen In...


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Helpful Content

Savvy Women

Savvy Women

In July 2015, Marilyn Suey established the Savvy Women Community on the premise that women needed to come together to support not only the advancement of their careers, but to enrich each other’s lives, families, financial success and the causes we care about deeply.

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<p>The Latte Lie and Other Myths</p>

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.
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<p>Tax & Estate Strategies for Married LGBTQ+ Couples</p>

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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