We want you to own your future.
Our Inspiration: You
Our name—1974 Wealth Management—honors a pivotal moment in history. It was the year the Equal Credit Opportunity Act was signed into law, granting women in the United States the right to access credit and financial services in their own names without needing a male co-signer. That moment opened the door to true financial independence. We’re here to help you walk through it.
By 2030, American women will own roughly $34 trillion in assets—a transition dubbed the “Great Wealth Transfer” due to its unprecedented nature. As more women are given the chance to steer their futures—and that of their loved ones—having a plan has never been more important.
Whether you’re growing a business, preparing for a major life transition, or simply ready to take ownership of your finances, we provide holistic, values-based financial advice tailored to your goals.
This is your space. And your future.
A modern approach
It’s essential for us that our clients get personalized suggestions on who from our team is the best match. Rather than do things the typical way, we’ve created a system designed around our patients’ needs.
Our fees
We offer a free initial consultation to determine if we will be a good fit for each other as client and service provider. In that consultation we will present the different services and associated fees and get a sense of what would work best for you. The final option will be presented in your contract and signed as a part of onboarding. In order to meet the range of needs of our clients, we offer services with a variety of different types of fees.
Onboarding
After your free initial consultation, if you decide you’d like to move forward with us, we will begin the onboarding process. There is a one-time fee for this step as getting started with one another requires the biggest “lift” of the relationship.
$1200 | Get started
Hourly
Whether in person or online, planning sessions may be charged at our hourly rate unless we determine together that a subscription, asset-based, or wrap fee makes the most sense.
$250 | Get started
Subscription
When clients (particularly new or those with rapidly changing needs) expect to engage in frequent consultation, or for those who prefer a fixed cost, a monthly subscription fee may be preferable to hourly rates.
Ranges from $200-$1500 | Get started
Asset Based % (AUM)
For clients with sufficient investable capital, a percentage fee based on the total assets under management (AUM) may be charged. This ranges based upon total AUM.
Ranges from 1.5% - 0.5% | Get started
Check your insurance.
We usually take many commonly known insurances.
Is your plan not on the list? Fill out the form with your insurance information and we’ll be in touch shortly.