Statistics show that 90% of women are or will be solely responsible for their finances at some point in their lives.
Today women have more financial responsibility and obligation than ever before. At Valorem Financial we strive to ensure women are not leaving their financial advisor’s office confused about their money.
As women continue to earn more money, become the main breadwinners for their families, and run their own businesses, it’s vital that they understand the role money plays in their life and goals to take steps to protect and grow their assets. Unfortunately, some women often do not know where to turn for trusted advice, nor do they know the right questions to ask. Fortunately, we can help.
We are women-for-women and want to help you understand what’s happening with your money at every stage through your financial journey.
Our Co-founder, Kim Gieseler, CFP® & RICP® and Wealth Advisor, Alexa Brascetta, are extremely knowledgeable and committed to our client’s success. Both started their practices because every woman deserves good financial advice and a feeling of control over their future. We will work with you to understand your needs and dreams, to guide you with value and trust through life’s financial journey. With a plan set in place and a partner every step of the way, you can feel at ease to live our life to the fullest.
We support a future full of strong, independent women based on education, positivity, and empowerment.
At Valorem Financial, our advisors know it’s important for women to be knowledgeable and confident around financial matters. We advise women who are successful and ready to plan their financial future as well as women who are experiencing one of life’s many transitions: inheritance, marriage, children, liquidity events, divorce, retirement, or the death of a loved one.
We stand for all our female clients to have a financial plan that provides a clear understanding of their overall financial position now and in the future. We invite you to look to the women at Valorem Financial for guidance, understanding and support of your financial goals and achieving them.