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Helping You Plan for a Legacy Built On Values

Here at Expressive Wealth, we empower you to find clarity around your family’s financial future and build generational wealth to carry your legacy forward.

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A Holistic Approach to Wealth Management

Customized & Comprehensive Wealth Planning

Build a Legacy that Fits Your Family Life, Values & Culture

Don’t Let Fear Hold You Back From Communicating With Your Family About Your Future Plans

Increase Confidence And Awareness To Gain Control Of Your Finances And Leave A Lasting Legacy.

Expressive Wealth was founded with a vision to help individuals and families build a plan to grow, maintain and transfer their wealth to future generations. We understand that finances are complicated and can become overwhelming when you try to navigate them on your own. Using our knowledge and expertise, we want to partner with you to help co-create a plan for your family’s future.

We Believe That Wealth Is More Than Money

Our financial governance and education highlights the ways in which wealth can have an impact on your values, culture and quality of life. We provide tangible skills as you work to manage your finances.

A Personalized Approach To Wealth Planning And Management

We take the time to listen to your vision for your family and gain an in-depth understanding of what you value in life. We personalize a wealth plan that emphasizes both financial gains and a family-centered approach to legacy building.

Evolve Your Family Legacy

Together, we will simultaneously build upon both emotional & financial wealth. It requires your active participation in exploring and redefining the family’s legacy to fully encompass Expressive Wealth.

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Take Control Of Your Future And Build Lasting Wealth

Let Experts Help You Grow And Manage Your Assets

More Than 65 Years Of Combined Experience

Vanessa, Lauren, and Darlene bring over 65 years of combined expertise in assessing and guiding families through their wealth journey. Their in-depth understanding of family wealth dynamics makes them a reliable wealth management team

Appearance On Multiple Channels

As a financial expert, Vanessa has contributed valuable insights on various visual and written platforms. Her expertise in financial management, investment, savings, and more has been recognized through collaboration and appearances on multiple channels.

An Award Winning Advisor

Having been distinguished by such prestigious organizations as Barrons and Forbes as a top advisor for her outstanding performance in the field, Vanessa brings with her extensive expertise in financial, estate and wealth management.

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“Someone’s Sitting in the Shade Today Because Someone Planted a Tree a Long Time Ago.” – Warren Buffett

Build Generational Wealth With a Future

Discovery Session

Schedule a discovery session with our team of wealth advisors to begin envisioning how a successful wealth plan looks. We’ll take the time to get to know you personally and learn about your unique situation, goals-based values, and vision for the future.

Conduct An Analysis

Then we will thoroughly analyze your income flow, tax situation, and review your current insurance policies and needs. Creating a wealth plan based on these results will move us to the next phase.

Asset Allocation

The model or models handpicked for your assets are based on the results of your wealth plan. We carefully select holdings that can help reach your vision for the future.

Optimize Your Estate

We will provide your attorney with updated figures and life changes for a full review of existing documents, such as wills and trusts, to confirm they align with your objectives, and they can recommend any necessary changes.

Family Narrative

We will assist in the composition of an emotional heirloom that can be shared with the next generation.

Transform Financial Stress Into Freedom and Joy

At Expressive Wealth, true wealth is about creating a life that brings freedom and joy for you and your family.

We create personalized wealth plans by providing governance and education around wealth and its impact on family life, values, culture, and happiness. As stewards of your family’s wealth, our mission is to walk alongside and support you during the growth process, which is alive and during an ever-evolving growth process. Together, let’s achieve your vision for your family’s Expressive Wealth!

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