WealthChoice

WealthChoice A community of professional women who are clients, friends, and valued resources of WealthChoice. WealthChoice is a life planning firm for executive women.

You’re not alone in this. It’s one of the most common things we hear from the executives and professionals we work with....
06/11/2026

You’re not alone in this. It’s one of the most common things we hear from the executives and professionals we work with.

06/10/2026

In March 2026, a federal judge vacated the Retirement Security Rule.

This rule was designed to expand fiduciary protections to more advisors, specifically, those who give one-time advice, such as retirement rollover recommendations.

Now that it’s been reversed, many professionals who sell insurance products and annuities are no longer subject to a fiduciary standard.

That means they can still recommend products tied to their commissions, even when you might assume you’re getting objective guidance.

This is why asking the right questions before you work with anyone matters more than ever

This is what you need to know 👇 The financial industry has two very different standards:1️⃣ Fiduciary Standard: The advi...
06/05/2026

This is what you need to know 👇

The financial industry has two very different standards:

1️⃣ Fiduciary Standard: The advisor is legally required to put YOUR interests first.

2️⃣ Suitability Standard: The advisor must recommend something “suitable” for you, but they can still earn commissions on what they sell.

One of those standards protects you.
The other one...doesn’t.

At WealthChoice, we’re fee-only fiduciaries. That means our only compensation comes from you, not from commissions, not from product sales, not from referral kickbacks.

When our clients succeed, we share in their success. That’s the only model we believe in.

Yes, 529 plans are a powerful college savings tool. The tax-free growth, the state deductions, the flexibility- they’re ...
05/29/2026

Yes, 529 plans are a powerful college savings tool. The tax-free growth, the state deductions, the flexibility- they’re real advantages worth using.

But for breadwinner women, the college savings conversation isn’t just about opening an account. It’s about making sure that saving for your kids doesn’t come at the expense of saving for yourself.

We see it all the time. High-earning women who are fully funding their children’s education, but they…
❌ Haven’t maxed their own retirement contributions
❌ Haven’t built a taxable investment account
❌ Haven’t addressed their own financial gaps

Saving for your kids’ college is important, especially if it aligns with your values.

But you also need to put your own financial oxygen mask on first. Always.

#529

05/27/2026

These aren’t rude questions. They’re the right ones to make sure you’re partnered with an advisor who cares.

A true fiduciary will welcome them.
Anyone who gets defensive or evasive? That’s your answer.

At WealthChoice, we built our firm around breadwinner women who deserve an advisor whose interests are 100% aligned with theirs. Because you deserve to work with a team you can trust.


The difference between a qualified and disqualified sale of ISOs alone can shift your tax rate from 20% to 37%. Timing m...
05/26/2026

The difference between a qualified and disqualified sale of ISOs alone can shift your tax rate from 20% to 37%. Timing matters AND strategy matter.

If equity compensation is part of your package and you haven’t reviewed your exercise strategy recently, now is a good time to start. Link in bio for our full breakdown of ISOs vs. NSOs.

She’s back, and she’s glowing! 👰If you follow along here, you may have caught the news: our own Marnie just got married ...
05/21/2026

She’s back, and she’s glowing! 👰

If you follow along here, you may have caught the news: our own Marnie just got married and headed straight to Japan for her dream honeymoon.

Tokyo. Hakone. Kyoto. Osaka. 12 days of fully present, deeply magical travel. (And apparently, the Tsukiji Fish Market and the onsens in Hakone were absolute highlights.)

We are so happy for Marnie and her husband, and honestly? Watching her come back recharged and joyful is a reminder of what we’re all working toward- a life that’s full, on every level.

Here’s to the next chapter, Marnie 🎉
We’re so glad you’re part of our team

More income. More equity. More decisions. More at stake.That’s not a criticism- it’s the reality of building a career at...
05/12/2026

More income. More equity.
More decisions. More at stake.

That’s not a criticism- it’s the reality of building a career at a high level. But it’s also why having a financial plan that’s actually built around your life matters so much.

Not a generic plan. Not a one-size-fits-all portfolio. A strategy that accounts for your equity compensation, your tax situation, your timeline, and where you want to go.

That’s the work we do with our clients every day. And it’s what I believe every high-achieving woman deserves access to.

Waiting can make sense if you’re holding ISOs and want to qualify for long-term capital gains treatment. But waiting als...
05/11/2026

Waiting can make sense if you’re holding ISOs and want to qualify for long-term capital gains treatment. But waiting also means carrying concentrated risk, potential AMT exposure, and the possibility of exercising under time pressure when the expiration date approaches.

The right answer isn’t “wait” or “act now.” It’s having a strategy that accounts for your tax picture, your financial goals, and your timeline.

That’s what we help our clients build.

Address

1001 B Avenue, Suite 320
Coronado, CA
92118

Website

Alerts

Be the first to know and let us send you an email when WealthChoice posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to WealthChoice:

Shortcuts

Share

Category