Wealthmind Financial Planning is a fiduciary financial planning and investment management firm serving independent women approaching retirement, successful couples, and families building, managing, or inheriting wealth. Based in Cambridge, Massachusetts, and Chapel Hill, North Carolina, the firm works with clients nationwide through virtual services. Its planning is tailored to each client’s values, goals, and changing circumstances, with particular expertise in women’s financial needs and the transitions that can accompany career success, retirement, family responsibilities, and inherited assets.

Wealthmind offers comprehensive ongoing financial planning, discretionary investment management, and tax planning. Services address retirement readiness and income, investments, equity compensation, college funding, insurance, and estate planning. The process begins with a conversation and develops into an individualized plan built around five pillars: goals, investments, insurance, taxes, and estate planning. Investment strategies reflect clients’ risk tolerance, time horizons, and objectives, using diversified portfolios and ongoing monitoring. Wealthmind may also customize portfolios with socially responsible or environmental, social, and governance investment solutions.