The Wealth Boutique

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The Wealth Boutique I want to empower you to gain the beliefs, knowledge, and confidence to take control over your money! And feel really secure and confident with your money.

Founder of the Women's Wealth Boutique

10/27/2026

Retirement should feel like a new beginning, not a question mark.

For Robin and Mark, planning for retirement started with one important question: Will we have enough?

With savings spread across different accounts and retirement getting closer, they wanted clarity, guidance, and someone who could help them see the bigger picture.

At The Wealth Boutique, we believe financial planning is about more than numbers. It's about building relationships, making financial decisions easier to understand, and helping our clients feel supported through every chapter of life.

✨ Hear Robin and Mark share their experience working with our team.



The Wealth Boutique has not provided any compensation for, and has not influenced the content of, the testimonials shown. The testimonials shown have been invited, have been selected from among all client feedback, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.

10/22/2026

What if working harder isn’t the path to greater wealth, fulfillment, or confidence?

In this episode of Women Behind the Millions, Jessica Weaver welcomes Katrina Valente, who has spent 30 years in the wellness and anti-aging industry helping women reconnect with their bodies, feminine energy, and sense of self.

Katrina Valente reflects on her own years of being career-driven and constantly busy, sharing how that pace left little room for rest, creativity, pleasure, or even lunch. She explains why women need both ambition and balance, and points to her time working in the Maldives as proof that slowing down and moving with the flow helped her feel more relaxed and earn more.

The conversation also explores the connection between burnout, intimacy, and relationships. Katrina encourages women to create space in their calendars, practice receiving, speak honestly with their partners about intimacy, and reconnect with what makes them feel nurtured.

She offers practical suggestions, including leaving 20 to 30 minutes between appointments, doing fewer tasks each day, and beginning the morning with five minutes of meditation.

The episode closes with Katrina’s perspective on aging, radiance, and self-worth. Her million-dollar lesson is simple: listen to your inner gut instinct and believe you are worthy of whatever you want to create in the world.

Before the year ends, ask yourself: Do you know how much of your money you actually get to KEEP?As we head into the fina...
10/22/2026

Before the year ends, ask yourself: Do you know how much of your money you actually get to KEEP?

As we head into the final months of the year, we're asking our Wealth Boutique advisors to share ONE money move they wish everyone would make before December 31st!

💗 Amanda Stilwell's advice? Know what you actually keep!

Not all money is taxed the same way, and understanding the difference between your taxable, tax-deferred, and tax-free accounts can make a BIG difference when planning for your financial future.

Because building wealth isn't just about how much you've saved. It's also about how much of that money will be available to you when you need it!

Swipe through for Amanda's insights on why your account types matter and how a little knowledge today can help you make smarter decisions tomorrow.

💬 Tell us: Have you ever thought about how taxes could impact your retirement savings?

📌 Save this post as a reminder to revisit your financial strategy before year-end, and stay tuned for more tips from our advisors!

You work hard for your money—but is your money working just as hard for you? 💰From forgotten 401(k)s to excess cash and ...
10/20/2026

You work hard for your money—but is your money working just as hard for you? 💰

From forgotten 401(k)s to excess cash and overlooked tax strategies, small financial blind spots can make a bigger difference than you think.

Our Lazy Money Guidebook highlights common areas of your financial life that may deserve a closer look, helping you ask the right questions and take a more intentional approach to your wealth.

Your money deserves a plan. Are you ready to give it one?

📖 Explore the Lazy Money Guidebook at the link in our bio!

10/16/2026

In this episode of Women Behind the Millions, Jessica Weaver speaks with Lisa Zeiderman, a family law attorney and advocate for women’s financial empowerment, about the money conversations no woman can afford to avoid.

After experiencing her own divorce, Lisa Zeiderman built a career around preparation, negotiation, and helping women protect their financial futures. She explains why knowing your assets, liabilities, expenses, burn rate, tax returns, and retirement needs matters, especially during divorce.

Lisa breaks financial abuse down to two questions: who has access, and who has control?

Together they discuss financial red flags, including hidden accounts, unexplained cash withdrawals, shrinking credit limits, undisclosed trusts, and spouses who exclude women from financial advisor meetings.

Lisa Zeiderman shares why marriage must be treated as a financial partnership, why a prenup can serve as a roadmap, and why building the right legal, financial, and accounting team may protect millions from being left on the table.

📈 When the headlines get loud, your financial plan shouldn't have to change course.Market uncertainty can make it tempti...
10/15/2026

📈 When the headlines get loud, your financial plan shouldn't have to change course.

Market uncertainty can make it tempting to pull back, sit in cash, or make a big move out of fear.

But sometimes, the best answer isn't to exit or simply ride it out. It's to adjust.

In this real client story, we're sharing how a thoughtful portfolio adjustment helped align their investments with their comfort level, goals, and the life they wanted to keep living.

Because your investments should support your life—not the other way around.

👉 Swipe through to see how we approached it!



Client details modified to protect privacy, as applicable. Investing involves risk, and strategies are not suitable for everyone. Past performance does not guarantee future results.

Year-end financial planning tip: give yourself a raise by increasing your 401(k) contribution. 💗Our financial advisor Do...
10/13/2026

Year-end financial planning tip: give yourself a raise by increasing your 401(k) contribution. 💗

Our financial advisor Donna's retirement planning tip: before December 31, increase your 401(k) contribution, even by 1%. Boosting your retirement savings now can mean a bigger nest egg for your future self.

This week, log in to your 401(k), check your contribution rate, and make the change. Not sure how much to contribute? Message us to talk with a financial advisor about your retirement goals.



Educational purposes only. Not tax, legal, or investment advice.

10/08/2026

Welcome back to Women Behind the Millions, where we spotlight the incredible women powering prosperity, success, and wealth—often against all odds.

In this episode, host Jessica Weaver sits down with Natalia Zacharin, founder of Zacharin Consulting, an award-winning accounting firm and two-time Inc. 5000 honoree. Natalia Zacharin reveals her remarkable journey from poverty and personal adversity, including overcoming the doubts and gaslighting of a narcissistic ex, to building a $3 million firm in just six years without ever having been a CPA.

You’ll hear how she shattered her own limiting beliefs, the pivotal moments that propelled her business forward, and why more sales won’t fix broken systems. The conversation is packed with actionable insights for entrepreneurs; think mastering cash flow, knowing when to scale, optimizing your pricing, and why it’s essential to “audit your time.”

Most importantly, this episode is a testament to the power of rewriting the stories we tell ourselves and claiming our place as women behind the millions. Tune in for inspiring advice, inside strategies, and a behind-the-scenes look at building real, sustainable wealth—starting today.

We asked our team of financial advisors one question: what's the one money move you'd encourage someone to make before y...
10/06/2026

We asked our team of financial advisors one question: what's the one money move you'd encourage someone to make before year-end? Their answers cover retirement savings, estate planning, business owner retirement plans, tax strategy, intentional gifting, and planning your 2027 budget.

Over the coming weeks, we'll break down one move at a time, straight from the advisor who recommends it. Save this post so you can check the moves off as we go.

Which area of your finances needs attention most? Tell us in the comments. 💗

Don't miss a move. Follow The Wealth Boutique for weekly tips from our advisors, plus financial updates and more.

10/01/2026

In this episode of Women Behind the Millions, Jessica Weaver talks with Mary-Chase Gower, a third-generation partner at Wood Family Financial, about the realities of the sandwich generation and caring for everyone while keeping a business running.

After Mary-Chase Gower's father was diagnosed with ALS, she became responsible for her father's care, her mother, her children, her household, and the family firm.

Her guiding mantra was simple: “How do you eat an elephant? One bite at a time”.

She also shares why protecting your own health matters, how her family transformed its financial practice through client education, and how a multigenerational family farm was preserved through a trust.

For Mary-Chase Gower, being a woman behind the millions means stewarding other people’s money and helping families make thoughtful decisions about retirement, their children’s futures, and legacy planning.

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