301.770.5234

Wealth Management Services

We’ve Walked in Your Shoes; Let Us Walk with You

We Exist to Empower & Educate Women Like You

Managing your finances is about more than just numbers on a page. We view helping you on the path to achieving your financial goals as empowering you to create your best life—this includes factoring wellness into the financial equation.

We are also keenly aware that your life experience is powerful. No matter your age or what you’ve gone through, you’ve accomplished a lot. Our team features women who have built wealth while navigating life’s transitions, both large and small. Whatever you may be experiencing or preparing for we are here to help — retirement planning, estate planning, divorce, relocation, caring for aging parents, and more.

With this in mind, we take a holistic approach to wealth management. We merge our financial expertise with our personal experience to provide you with the best service possible. We find our craft to be immensely fulfilling—we exist to empower and educate women through the power and confidence of shared experience and expertise. When things shift, we’re here to bring stability.

We are based in the Washington, DC, Maryland, and Virginia area. Don’t hesitate to contact us today with any questions or to set up an appointment.

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Our Stories

It Isn’t Just Work Experience For Us
—It’s Life Experience
Michelle Cooper, JD, MBA

Partner & Director of Women, Wealth & Wellness

At the young age of 36 my life took an unexpected turn. I was thriving in my career, a new mother to twins and happily married. Then, in an instant my world was turned upside down when my husband of eight years unexpectedly passed away.

Full Story
Noorjahan Enayat, CFP®

Executive Financial Consultant

Women today want the independence and freedom that comes with financial security, as do I. My mother wanted the same for me in immigrating to the US so that I could have better opportunities for the future. I benefited from this experience and was given the tools to overcome adversity time and again through a strong and supportive community of people dedicated to helping each other…

Full Story
Judith M. Tiktin, CPA

Financial Consultant

Initially as a divorced woman I was unsure of my own financial future. Good planning has enabled me to prosper, owning multiple properties and other sound investments, giving me a secure feeling as I approach my later years. The most amazing lesson I learned in my own CPA practice was how fearful the vast majority of my clients seemed to be about money management. That realization is what piqued my interest in becoming a financial advisor…

Full Story
Susan A. Harpe

Director of Operations

“You have lymphoma.” That’s the shocking news I received on Friday, December 30th, 2016. It took another three weeks to find out what type of lymphoma I had, of which there are many., A week later I was in the hospital receiving my first chemo treatment…

Full Story
Robyn L. Crossan

Operations Associate

I’m your typical, average woman who is going to turn 40 next year. I was born in Indiana and moved to Maryland when I was 6 years old. I grew up here in Montgomery County, Maryland pretty much my whole life…

Full Story
Stacey Lee

Operations Associate

I have overcome many adversities within my life so far—many of these challenges and obstacles include coming to America at an early age, where I faced both cultural and language barriers…

Full Story
Gina M. Neild

Administrative Associate

In late November 2002, Steve (my husband) came home and asked, “How do you feel about moving to the States?” I replied, “Let’s get through Christmas first.” On Jan 19, 2003 he left with the promise that by the time the school year ended (our children were 7 and 9 at the time) he would have found a place for us to live and a school for the kids…

Full Story
Natalie Gosselin

Operations Associate

I was the first person in my family to go to finish college. While I was in High School my parents separated but to this day they are friends. Their continued positive effort and kindness towards each other is humbling.

Full Story
Janine Gonzaga

Operations Associate

Taking three and a half years to stay at home with my children was without a doubt one of the best decisions of my life but it was a multi layered and difficult decision. It is extremely hard and frightening to give up your financial independence, even for a short time.

Full Story

Michelle's Book

Look out for Michelle’s empowering book, hitting shelves Fall of 2018!
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Women and Wealth Full Article

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rockville
Rockville, MD
Rockville, MD

One Preserve Parkway
Suite 120
Rockville, MD 20852


T: 301.770.5234
F: 301.770.4929

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rockville
Vienna , VA
Vienna , VA

8381 Old Courthouse Rd
Suite 211
Vienna, VA 22182


T: 703.790.5999
F: 703.749.8588

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