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 P. 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®

Senior Wealth Advisor

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
Stacey Lee

Client Service 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

Client Service Associate

Full Story


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What Sets Us Apart?

Community Involvement & Philanthropy
Rockville, MD
Rockville, MD

One Preserve Parkway
Suite 120
Rockville, MD 20852

T: 301.770.5234
F: 301.770.4929

Falls Church, VA
Falls Church, VA

7600 Leesburg Pike
Suite 120 East
Falls Church, VA 22043

T: 703.790.5999
F: 703.749.8588

Breckenridge, CO
Breckenridge, CO

P.O. Box 3813
208 S. Ridge Street
Breckenridge, CO 80424

T: 970-668-5700
F: 970-668-5701