We work with individuals and business owners to articulate your investing goals, creating a strategy that is consistent with your objectives and values. Managing your investments is only one piece of your financial picture, so we spend an equal amount of time on detailed retirement analysis, estate planning, tax planning, and education planning. All these pieces fit together and are interrelated, and that is why we emphasize addressing all aspects of your financial situation. Affecting one part can have an impact on the others.
It takes a team of experts to help you live your best life; you have doctors, attorneys, and tax professionals you rely on to keep your life running smoothly. We are prepared to do the same for your financial future. Embolden Wealth Management offers customized strategies to plan for life changes such as retirement, divorce, changes in employment, entering a caregiving role, or experiencing the loss of a loved one.