Helping accomplished women be financially independent, even when life doesn’t go according to plan.
I help successful women navigate life’s most important financial decisions with clarity, integrity, and confidence. Because your future deserves a plan as strong as you are.
Fiduciary Guidance. Personalized Solutions. Lasting Impact.
Experience Matters. So does being understood.
I have spent more than 25 years in financial services, including roles in fixed income trading, operations, supervision, executive leadership, and investment advice.
That experience taught me how markets and financial firms operate. My own life taught me something equally important: being capable does not mean every part of your financial life automatically receives the attention it needs.
I founded Aurelia Capital Advisors to give clients candid, thoughtful guidance without sales pressure. My role is to help you understand your choices, identify what matters most, and make decisions with greater intention.
You can be successful and still feel uncertain about money.
You may be confident in your career, capable of making difficult decisions, and accustomed to being the person others rely on.
But when it comes to your own finances, you may still wonder:
Am I doing enough?
Am I making the right decisions?
Will what I have built actually support the life I want?
You do not need to have all the answers before we speak. We can start with where you are.
WHO I HELP
Accomplished Women
For women who have built successful careers but want greater structure and confidence around their financial decisions.
Women Preparing for Retirement
A clearer understanding of what you have, what you may need, and the decisions that could affect your retirement.
Women Navigating Change
Guidance during divorce, widowhood, inheritance, career transitions, and other moments when life suddenly looks different.
Business Owners and Families
Investment management and financial planning for the people, responsibilities, and goals that matter to you.
HOW I CAN HELP
Thoughtful guidance for the decisions that shape your future.
Your financial life is connected. The guidance you receive should recognize the full picture.
Investment Management
A disciplined investment strategy aligned with your goals, time horizon, income needs, and comfort with risk.
Financial Planning During Divorce
Organize your financial picture and understand the long-term impact of the choices before you.
Planning Before Selling a Business
Prepare for the personal financial consequences of a sale alongside your legal, tax, and valuation professionals.
Retirement Planning
Understand whether you are on track and which decisions deserve attention before retirement.
Inheritance Planning
Consider newly inherited assets carefully before making decisions that may be difficult to reverse.
Charitable Giving
Explore thoughtful ways to support the organizations and causes that matter to you.
We Begin With a Conversation
We talk about what is happening in your life, what concerns you, and you want your money to support.
THE PROCESS
What working together looks like.
A thoughtful process designed to bring clarity to the decisions in front of you.
We Organize the Financial Picture
We review your investments, accounts, goals, risks, and the decisions that may require attention
We Build a Strategy
You receive clear recommendations based on your circumstances, not a generic financial checklist.
We Continue to Adjust
Your strategy evolves as your life, priorities, and financial needs change.
Voices of Women - About the Book Project
Through nearly 200 research interviews, I’ve explored what a secure financial future means to professionals—and what gets in the way. Several themes have emerged from my conversations with women.
Professional success doesn’t always bring financial confidence.
A strong career, a good income, and years of saving can still leave questions: Am I prepared? Could I manage an unexpected change? What can I comfortably afford?
Many women have spent years balancing careers, businesses, children, and caregiving. Finding time to understand their own financial picture can be difficult, and uncertainty can feel uncomfortable to admit.
Financial security is deeply personal.
For some women, it means retiring comfortably. For others, it means rebuilding after divorce, caring for family, leaving an exhausting job, or having more time to enjoy life.
My book explores the uncertainty, unspoken worries, and competing responsibilities behind these experiences. Through their stories, I hope to help readers feel less alone, ask questions without embarrassment, and define a financial future that reflects what matters to them.
Based in Palm Beach County, Florida. Working with clients beyond it.
Aurelia Capital Advisors is based in Atlantis, Florida, and works with clients throughout Palm Beach County, across Florida, and in New York. Meetings may be held virtually, allowing clients to receive personal guidance wherever they are located, subject to applicable registration requirements.