Download Navigating Loss:
A Compassionate Guide for Those Who Have Recently Lost a Spouse
Thank you for trusting us during what may be a very difficult season. This guide was created to support you with care, clarity, and gentleness. There is no need to read or do everything at once, this resource is here for you whenever you’re ready. Please take what feels helpful, move at your own pace, and know that you are not alone.
Sara and Susan, 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.
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Material prepared herein has been created for informational purposes only and should not be considered investment advice or a recommendation. Diversification and asset allocation do not ensure a profit or guarantee against loss. All investments involve some degree of risk, including loss of principle. All advisory services are offered through Savvy Advisors, an SEC registered investment advisor. The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors.
Susan Jones and Sara Gelsheimer are investment advisor representatives registered with Savvy Advisors, Inc. (“Savvy”). All investment advisory services offered by Susan Jones and Sara Gelsheimer are offered through Savvy. Sorelle Wealth Partners is a marketing brand name used by Susan Jones and Sara Gelsheimer for advertising and marketing purposes only. Sorelle Wealth Partners and Savvy are not related or affiliated. For more information about Savvy, please visit our website.
