Investment Management

For high earning women who want expert investment advice that feels like talking to a good friend.

 

Get started by taking the investor style quiz.

Investor Style Quiz
Wall Street (2)

You might be here because....

You have an investment advisor but aren't confident they understand you or your priorities, and frankly, you don't look forward to your meetings with them.

You have cash in an account that you know you "should be" investing but how or where seems overwhelming.

You've been managing your investments on your own and now are ready to delegate to a professional and learn what other options exist for you.

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Our Investment Style:


We believe when and how you will use your money are the most important factors in how you are invested.

We believe that all the ways you use money, including investing, help shape the world we live in and the one we aspire to.

We believe in focusing on the few factors within our control:  taxes, fees, asset selection as examples.

We believe economic forecasts, like weather forecasts, can be helpful for preparation but we don't depend on them.


Book a complimentary fit call

Most of our clients are thrilled to learn that investing to accomplish their goals AND to make a positive impact are not mutually exclusive.


Here are a few other wins from our investment strategies in 2022:


Book a complimentary fit call
Green ESG

This quick investor style quiz will help you determine if your current strategy is the right fit for you.

Riskalyze
Investor Style Quiz

Investment advice offered through WCG Wealth Advisors LLC, a Registered Investment Advisor.  Utor Wealth is a separate entity from WCG Wealth Advisors and The Wealth Consulting Group.  The return on ESG investments may vary versus if the investor made decisions based solely on investment considerations. Investing involves risk including loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results.  Asset allocation does not ensure a profit or protect against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.  WCG-23-0008