Susan Jones, J.D., CFP®, CDFA®

Hi 👋🏼 I’m Susan. With over 25 years in wealth management, specializing in estate planning and tax strategy, I turn technical expertise into practical guidance to empower clients through life transitions. My areas of expertise range from tax, estate and multi-generational wealth strategies to financial planning for life transitions. I love to work with clients who prefer a thoughtful, integrated approach to wealth management including helping women gain clarity, confidence, and control over their finances and future.

susan's TEAM:

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Boca Raton, FL

How susan works with clients

Using my multi-disciplinary education and experience, I help clients with a wide range of strategies, all tailored to their specific goals and life stage.

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Our Team

Sara, Susan, and Jackie, colleagues for years, founded Sorelle Wealth Partners to make a meaningful impact on women’s lives and to help them create financial plans to achieve their goals with confidence. They each have their areas of focus and different backgrounds in the wealth management space but share the mission of partnering with women to take ownership in their finances. In addition to working with women, many of their clients include couples, families, and men who are interested in taking a more holistic, coaching-based approach.

Sara Gelsheimer

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Jackie Kelly

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How can I help?

Estate & Trust Planning

PRESERVATION OF YOUR LEGACY

We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.

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Tax Optimization

STRIVING TO MINIMIZE YOUR TAX BURDEN

We aim to take the ambiguity of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.

Financial Planning & Analysis

TAKE CONTROL OF YOUR FINANCIAL FUTURE

Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.

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Investing for Women

FACE YOUR UNIQUE CHALLENGES

Empower women by breaking down the barriers they face in managing their finances, and help them take control of their financial futures.

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Get to know Susan

Susan brings 25 years of deep expertise in wealth management, estate planning, and tax strategy, but what truly sets her apart is her ability to translate that technical depth into real-world clarity and support for women navigating life transitions.

Whether you're facing divorce, retirement, loss, career change, or a sudden windfall, Susan helps you take control of your financial future with confidence and purpose. She understands the emotional complexity behind money decisions, especially during times of change, and empowers clients to align their financial strategies with their personal values and long-term vision.

Before co-founding Sorelle Wealth Partners, Susan built her career as a trusted advisor to high net-worth individuals, families, and private foundations. She practiced tax and estate law at an international law firm and later became a partner at a national accounting firm and shareholder at a Top 100 Registered Investment Advisory firm*. Today, Susan combines that deep, technical know-how with a coaching mindset, helping clients to not only minimize taxes and protect and grow their assets but also move forward with clarity, courage, and control.

A lifelong midwesterner, Susan, her husband, Scott, and their four children relocated to sunny Highland Beach, Florida in 2021. Outside of work, Susan enjoys cooking and boating (though she’s still a novice captain!).

*Source: Barrons 2025. https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=10&mod=faranking_subnav_riafirms

Connect with Susan

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How did you become a financial advisor?

I started my career as a tax and estate planning attorney, helping clients navigate complex legal and tax issues. Over time, I realized that while I was solving important pieces of the puzzle, many clients needed broader, more integrated advice, covering not just taxes and estate planning, but investments, retirement, and overall financial strategy and coaching. I became a financial advisor because I wanted to offer that comprehensive planning, helping clients make better decisions across every aspect of their financial lives.

What areas of expertise do you have?

My areas of expertise include tax, estate and multi-generational wealth strategies, financial planning and planning for life transitions such as divorce or the death of a spouse.

What types of clients do you work with?

I enjoy serving individuals, couples, and families who want a coaching-forward, integrated approach to managing their wealth and value technical expertise in the areas of tax minimization, estate planning and financial planning. I have a particular passion for helping women navigate major life transitions—whether that’s divorce, the loss of a spouse, retirement, or sudden wealth. These moments bring unique financial and emotional challenges, and I see it as my role to help clients not only manage the complexities but also create a vision for the future that feels both grounded and empowering.

What areas of expertise do you have?

I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.

What types of strategies do you usually help clients with?

Using my multi-disciplinary education and experience, I help clients with a wide range of strategies, all tailored to their specific goals and life stage. This includes tax planning, multi-generational wealth transfer, retirement income planning, estate and legacy planning, and strategies for major life transitions like divorce, widowhood, or career changes. I also work closely with clients on cash flow planning, charitable giving, and business transitions, including the sale of a business to family members.

Is there a unique approach that sets you apart?

My unique approach lies in combining deep technical expertise with a coaching-based, client-centered approach. My background as a tax and estate planning attorney allows me to handle complex financial situations with precision, but I know that the best planning involves helping clients connect their financial decisions to their life goals, values, and priorities. It’s a more holistic, collaborative process that empowers clients to feel confident and in control, especially during times of transition.

What is your favorite part about working with clients?

My favorite part of working with clients is helping them feel clear, confident, and in control of their financial lives—especially during times of transition. I also really enjoy the strategic side: helping clients reach their financial goals through smart planning, tax-efficient strategies, and building portfolios that truly reflect their intentions and values. It’s the combination of clarity, strategy, and purpose that makes the work so rewarding.

Working with Savvy

What I appreciate most about working with Savvy is that I'm able to focus on delivering highly personalized advice and guidance, knowing I’m backed by a top-tier investment platform and a full suite of RIA services, including compliance, trading, reporting, and operational support. That combination of client-first values and institutional strength gives me the confidence to serve my clients at the highest level.

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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.