Empowering Women in Finance

About Her-Wealth Group

Our story

Experience and Client-Centric Approach

Empowering Financial Futures with Personalized Guidance & Expert Approach.


Her-Wealth Group brings together over two decades of experience in the financial industry, emphasizing the crucial alignment between clients and advisors. Our personalized, one-on-one approach is rooted in reliability, deep knowledge, and a genuine understanding of each client’s specific circumstances.

Founded with the mission to revive personalized wealth management, our team, led by women, specializes in offering bespoke financial advice. We cater specifically to professionals, business owners, and individuals navigating significant life changes, ensuring tailored solutions that meet their unique needs and goals.

We make a difference

Our vision and what can we do to help your business

At Her-Wealth Group, our mission is to empower women with personalized financial strategies. We focus on securing your future and achieving your financial goals. Our dedicated team ensures that every client receives tailored advice, enhancing their financial confidence and independence.

Our vision at Her-Wealth Group is to become the foremost advocate for women’s financial independence. We strive to be a trusted partner in your journey towards financial empowerment.

Her-Wealth Group provides customized financial guidance to help you achieve your financial goals. We offer expert advice and tailored strategies that align with your unique needs.

Trusted Expertise in Numbers

Empowering Women's
Financial Futures

0
Years of Expertise
0
Community Members
0
Strategic Partnerships
Our Team Members

Meet the Experts behind Our Success

Jessica Sullivan - Founder & CEO, Her-Wealth Group

Jessica L. Sullivan is the Founder and Financial Advisor at Her-Wealth Group. With over 23 years of experience, she specializes in financial planning, investment strategies, and wealth management. Jessica holds several certifications, including CFP and AAMS, showcasing her commitment to excellence.

She has a proven track record of empowering clients through tailored financial solutions. Her deep industry knowledge and client-centric approach have earned her recognition as a leading financial advisor. Jessica’s dedication ensures clients achieve their financial goals and secure their futures. Read more...

Jessica SullivanFounder & CEO, Her-Wealth Group
Kimberly Amend - Marketing Specialist, Her-Wealth Group

Kimberly Amend is on the team of advisors at Morgan Stanley in Lutherville, MD. Kimberly Amend has been working for 17 year(s). Her career trajectory has included roles at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Amend has Series 63 and Series 66 licenses.

She values employing a holistic approach to best serve the interests and needs of clients and has spent many years fostering strong relationships and helping clients build and manage their wealth. Kimberly is passionate about educating advisors and their clients on effectively preserving and passing on wealth. 

Kimberly AmendMarketing Specialist, Her-Wealth Group
Sophia Marceta - Client Relationship Manager, Her-Wealth Group

With over seven years of experience in the financial industry, Sophia has worked in various roles, from operations to directly supporting advisor teams. Sophia is best known for her warm and engaging personality, which puts clients at ease and fosters a strong sense of trust.

Sophia's meticulous attention to detail and dedication to Her-Wealth's core values shine through in her work, consistently surpassing client expectations. In her free time, she loves practicing yoga, taking long prairie walks in the summer, and cherishing moments with her husband and two dogs.

Sophia MarcetaClient Relationship Manager, Her-Wealth Group
Testimonials

What Our Clients Say

Jessica Thompson - Marketing Manager

I've worked with Mrs. Sullivan for some time now, and she is truly a powerhouse. Her knowledge, passion, and kindness are unmatched. She should be the go-to advisor for any woman seeking to empower herself financially and become savvy with her money.

Jessica ThompsonMarketing Manager
Lisa Rodriguez - Entrepreneur

The personalized financial strategies provided by Her-Wealth Group have been instrumental in growing my business and personal wealth. And Mrs. Sullivan has been a beacon of knowledge and support. Her expertise and advice have significantly boosted my confidence in managing my finances.

Lisa RodriguezEntrepreneur
Emily Johnson - Software Engineer

Partnering with Mrs. Sullivan was the best decision I made for my financial future. Her insightful guidance and unwavering support are unmatched. Thanks to Her-Wealth Group, I now have a clear and achievable financial plan. Their guidance has been invaluable.

Emily JohnsonSoftware Engineer
Sarah Williams - Graphic Designer

Her-Wealth Group's expertise has helped me navigate the complexities of investing, leading to significant growth in my portfolio. Sullivan's dedication to empowering women financially is evident in everything she does. Her approach is both professional and compassionate.

Sarah WilliamsGraphic Designer
Amanda Brown - Lawyer

Mrs. Sullivan manages my personal digital assets and business wealth with exceptional skill. She is caring, a great listener, and offers the best advice. I highly encourage you to reach out – you won't regret it!

Amanda BrownLawyer
Laura Davis - Doctor

Mrs. Sullivan's expertise has given me the confidence to make informed financial decisions. She truly cares about her clients' success.

Laura DavisDoctor
Samantha Wilson - Financial Analyst

Working with Mrs. Sullivan has been a game-changer. Her deep understanding of the financial landscape and personalized strategies are invaluable. The team at Her-Wealth Group has been exceptional in helping me build and manage my wealth effectively.

Samantha WilsonFinancial Analyst
Rachel Miller - Real Estate Agent

Her-Wealth Group's tailored advice has significantly improved my financial status, and I couldn't be happier with the results. Their guidance has been instrumental in my financial growth. Mrs. Sullivan combines knowledge with a genuine desire to see her clients succeed.

Rachel MillerReal Estate Agent
Megan Anderson - Photographer

Mrs. Sullivan's approach to financial planning is both empowering and effective. She has helped me build a solid foundation for my future. Thanks to Her-Wealth Group, I now have a solid investment strategy that aligns with my goals and risk tolerance.

Megan AndersonPhotographer
Olivia Martinez - Nurse

Her-Wealth Group's dedication to empowering women financially has made a remarkable difference in my life. I feel secure and confident. I can't help but appreciate Mrs. Sullivan, she is a true advocate for women's financial empowerment. Her expertise and caring nature make her an exceptional advisor.

Olivia MartinezNurse
Sophia Lee - Architect

Mrs. Sullivan's personalized advice and unwavering support have made a significant difference in my financial journey. She is exceptional. Her group has been a game-changer for my financial planning. Their personalized approach is exactly what I needed.

Sophia LeeArchitect
Grace Walker - Teacher

With the guidance of Her-Wealth Group, I've been able to save for my future and invest wisely. Their support is invaluable. Mrs. Sullivan's commitment to her clients is unmatched. Her insightful advice and compassionate approach have empowered me to take control of my finances.

Grace WalkerTeacher
Victoria Young - Accountant

Mrs. Sullivan's expertise in wealth management is unparalleled. She has provided me with the tools and confidence to grow my wealth effectively. The financial advice and support from Her-Wealth Group have been top-notch. I highly recommend their services to any woman looking to build her wealth.

Victoria YoungAccountant
Isabella Scott - Chef

Her-Wealth Group has provided me with the financial knowledge and tools to confidently manage my finances and grow my wealth.

Isabella ScottChef
Emma Baker - Journalist

Mrs. Sullivan has transformed the way I think about and manage my finances. Her advice is practical, empowering, and tailored to my needs. And I am so grateful for the comprehensive financial planning services from Her-Wealth Group. They have given me peace of mind and financial security.

Emma BakerJournalist
Ava Green - Event Planner

The personalized financial strategies from Her-Wealth Group have empowered me to take control of my financial future. Her dedication to empowering women financially is simply beautiful and obvious in the exceptional service she provides.

Ava GreenEvent Planner
Sophia Nelson - HR Manager

Mrs. Sullivan's expertise and passion for financial empowerment are unmatched. She has helped me achieve financial security and confidence. Her-Wealth Group's expertise in wealth management has given me the peace of mind and financial security I needed.

Sophia NelsonHR Manager
Chloe Carter - Fitness Trainer

I am so grateful for the financial guidance from Her-Wealth Group. They have helped me build a solid foundation for my future. Mrs. Sullivan's personalized approach and deep knowledge of financial planning have been invaluable. She is a true advocate for her clients.

Chloe CarterFitness Trainer
Mia Adams - Social Worker

Mrs. Sullivan's dedication to her clients' success is truly inspiring. Her expert guidance and supportive nature make her an exceptional advisor. The team at Her-Wealth Group has been incredibly supportive in helping me achieve my financial goals. Their advice is unmatched.

Mia AdamsSocial Worker
Ella Campbell - Artist

I love you Mrs. Jessica! You're amazing!!! Working with you has been a transformative experience. Her-Wealth Group has transformed my approach to financial planning. I now have a clear path to growing my wealth and achieving my dreams.

Ella CampbellArtist
Our blog

Latest news and Expert Insights

If you're seeking a speaker for your event, a guest for your podcast, or a quote for your news article

Schedule a call with Sullivan Today