Ellevest Private Wealth Management (aka “Private Wealth”) is a full-service wealth advisory practice for individuals, families, and institutions looking to invest $1 million or more. We’re led by a team of experienced advisors, investment managers, and client experience professionals who really get it when it comes to women, families, and money.
How it works
As a Private Wealth client, you’ll work one-on-one with a dedicated advisor who will help you develop, implement, and maintain an investment plan that supports your financial goals and aligns with what’s important to you, including investing in women and your values.
Private Wealth clients have access to:
- Full-service investment management
- Personalized financial planning
- Impact investing, including the ability to redirect money away from companies with harmful products, policies, and practices
- Help adjusting your financial plan as your life changes
- Executive coaching
- A dedicated team, who will also coordinate with your accountant and trust and estate attorneys