Introducing 1974 Wealth Management.
Where financial freedom is female.
Our mission
Empowering Women to Build Wealth On Their Terms
At 1974 Wealth Management, our mission is simple—to support, educate, and empower women to build lasting financial freedom for themselves and the people they love. As a fiduciary firm built on integrity, commitment, and authenticity, we help women take control of their financial futures with a partner they can trust.
Providing you with a safe space to dream
We understand that money isn’t just about numbers. It’s an expression of our personal values, goals, and dreams. Yet many of us have a complicated emotional relationship with money.
That’s why at 1974 Wealth Management, we create a safe, judgment-free space where women can be open about what matters most and get expert guidance from someone who truly listens.
Whether you want greater peace-of-mind, a foundation for your family, or the freedom to make bold choices, the most powerful way to reach your goals is to build a plan you can own with confidence.
In-person and remote options
Located in downtown St. Petersburg you can meet with us in person or we are happy to come to you. Can’t make it into the office? No worries – we’ve got you covered with virtual visits.
Our services
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Financial Planning
Comprehensive, values-based financial plans to help you align your money with what and who matters most to you.
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Investment Management
Customized portfolio strategies designed to reflect your risk tolerance, long-term goals, and values.
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Entrepreneurship & Business Strategy
Whether you’re building your own business or investing in others, we help you evaluate opportunities, mitigate risk, and plan for growth.
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Alternative Investing & Digital Assets
Access insight and education on angel investing, venture capital, private markets, and cryptocurrency. We guide you through these emerging asset classes with clarity and caution.
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Healthcare Planning
From aging-related care to unexpected health events, we help you plan for the often hidden costs of healthcare with strategies that bring peace of mind.
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Education Planning
We bring decades of experience in the education space to help you plan and save for your children’s (or your own) education with strategies that go beyond 529s.
“1974 Wealth Management helped me get my arms around the different strategies I was using to create a unified plan toward my goals.”
— CHLOE L., 1974 WEALTH MANAGEMENT CLIENT
