Clarity, confidence, and strategy for life in transition.
Welcome to The Wealth Boutique
Change has a way of reshaping how we see the future.
At The Wealth Boutique, I help thoughtful, accomplished women and the people who love them turn life’s transitions into opportunities for clarity, confidence, and renewed purpose.
Whether you’re preparing for retirement, navigating divorce, building a business, or finding your footing after loss, you deserve a plan that reflects what truly matters to you.
Here, financial planning begins with a conversation. We start with your story, your goals, and your “why,” and together we build a strategy that aligns your resources with your values so you can move forward with clarity in thought, confidence in purpose, and strategy in action.
Our services
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Financial Planning
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Legacy Planning
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Estate Planning
In-person and remote options
Our office is conveniently located in Dallas, TX. Can’t make it into the office? No worries – we’ve got you covered with virtual services.
“Financial planning should feel personal, intentional, and aligned with your life not just your numbers.”
— Tonyia Cleaver