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.


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Our services

  • Financial Planning

  • Legacy Planning

  • 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

Get started today.

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