Roberta A Fitzgerald

By pairing our 30 years of financial services experience with a genuine fervor to serve others and improve communities, we challenge our clients to dream big and secure a life of abundance they envision. Specializing in wealth building, wealth preservation and risk management, we collaborate with clients at all life stages to define their goals and realize their possibilities.

Uniqueness

Why me?... I am an experienced, resilient business woman passionate about impacting the financial futures of other awesome women executives and people of color who are eager to elevate their financial position. My team is committed to promoting a culture of trust and feasibility where clients can renounce any fear, shame, procrastination or lack of understanding about finances. We are inspiring the next generation of “Change Agents” and impacting the wealth in communities nationwide for generations to come. We specialize in working with Women Professionals, Physicians and Executives designing solutions that work for their unique needs.

Regardless of curve balls life may throw your way (you can read about mine in my bio), we build financial plans to give our clients the peace of mind of achieving and sustaining financial security. Through education, collaborative discussions and accountability, our clients have clear understanding of their financial picture and future.

Core Values

Commitment. Integrity. Competence. Innovation.

These core values are at the heart of our practice. When it comes to working with clients, their interest is the only interest that matters! Our extensive education and financial services background, complemented by best in class financial software and online tools, creates not just a plan, but an experience. Let us build your plan with a purpose!