The Wealth Boutique

The Wealth Boutique I want to empower you to gain the beliefs, knowledge, and confidence to take control over your money! And feel really secure and confident with your money.

Founder of the Women's Wealth Boutique

Today, Financial Trendsetters 4 is available for pre-order on Amazon for $0.99. https://amzn.to/4a7T5P0If you’re able to...
06/04/2026

Today, Financial Trendsetters 4 is available for pre-order on Amazon for $0.99. https://amzn.to/4a7T5P0

If you’re able to support, today’s purchases make the biggest impact in helping us reach best-seller and fund scholarships for women entering the industry.

This project focuses on something we don’t talk about enough in finance—the real-life moments where financial guidance matters most.

Thank you for being part of this work.

“Grief and spreadsheets rarely mix.” A client shared how she spent ten frantic days shuffling her dad through six hospit...
06/02/2026

“Grief and spreadsheets rarely mix.” A client shared how she spent ten frantic days shuffling her dad through six hospital rooms, then logged on at midnight to keep up with work. In the middle of that exhaustion we focused on two things she could automate:

• A standing limit-order on her concentrated stock so she no longer has to stress over daily price changes.

• A year-by-year Roth conversion map that respects future Medicare brackets—no guesswork when tax season meets caregiving season.

Those small systems turned a swirl of emotion into actionable steps, freeing her to attend a support group and even day-dream about a real vacation (her first since 2019).

If life’s demands feel louder than your finances, look for one process you can set on autopilot. Relief often starts with the next simple decision.

Contact us today to learn more about how your situation can change.

05/28/2026

Welcome back to another inspiring episode of Women Behind the Millions! This week, Jessica Weaver dives into the real stories behind wealth, resilience, and leadership with a powerful conversation featuring April Crews, Co-CEO of Reed Financial Group and a financial industry trailblazer. Discover how April’s journey—rooted in family, unexpected career pivots, and deep client relationships—has shaped her mission to guide women through life’s toughest financial moments.

From addressing the vulnerable questions after loss or sudden change to forging confidence in a traditionally male-dominated field, April reveals the personal anecdotes, challenges, and values that drive her work. She opens up about the generational impact of her family’s business, lessons learned from her father, and her passionate commitment to mentorship and community—both in finance and as a coach for young girls.

Tune in to hear how April turns adversity into advantage, balances motherhood and entrepreneurship, and why authentic support and consistency are essential for women striving to build wealth and live life on their own terms. Don’t miss this chance to learn from a true woman behind the millions!

Our Summer Wealth Strategy Series kicks off next Monday!Join us on June 1 from 4–5PM for our first session:Unlocking Liq...
05/28/2026

Our Summer Wealth Strategy Series kicks off next Monday!

Join us on June 1 from 4–5PM for our first session:

Unlocking Liquidity: How SBLOCs Can Work for You
Featuring Eric Alexander from AssetMark

This educational session will explore how Securities-Backed Lines of Credit (SBLOCs) can provide flexibility and strategic access to liquidity without disrupting your long-term investment strategy.

Whether you’re a business owner, planning a large purchase, navigating cash flow needs, or simply looking to better understand your options, this is a conversation you won’t want to miss.

Our Summer Wealth Strategy Series was created to help our community feel more informed, empowered, and confident about the financial decisions shaping their future.

📅 Monday, June 1
⏰ 4:00–5:00 PM

👉 Register now and reserve your spot: https://cal.ae/d5r7hq4m5ywr

Advisor Spotlight: Veronica Rodgers, CRPC® CLTC® Today we’re highlighting one of our incredible advisors, Veronica Rodge...
05/26/2026

Advisor Spotlight: Veronica Rodgers, CRPC® CLTC®

Today we’re highlighting one of our incredible advisors, Veronica Rodgers — a passionate financial professional, community advocate, and the kind of person who brings both heart and energy into everything she does.

💼 Veronica has been in financial services since high school — you could say she’s always known this was the path she was meant to take.

🎉 She’s eagerly awaiting the arrival of her second nephew this summer and couldn’t be more excited to welcome another little one into the family.

💃 The second Soca music starts playing… move out of the way because Veronica will be dancing!

From helping families plan for the future to bringing joy and connection into every room she enters, Veronica is truly one of a kind — and we’re so grateful to have her as part of The Wealth Boutique family.

05/21/2026

✨ The 2026 issue of our Women Behind the Millions magazine is officially here ✨

This year’s theme is Community — and inside these pages, you’ll find powerful articles, thoughtful reflections, interactive activities, actionable financial insights, and inspiring stories from the incredible women of The Wealth Boutique and beyond.

From legacy planning and next-generation wealth conversations to community impact, business growth, and financial empowerment, this issue was created to be more than just something you read… it’s something you experience.

💫 Inside, you’ll find:�• Articles from our advisors�• Reflection and journaling pages�• Interactive activities and prompts�• Features on our latest books, shows, and resources�• Actionable financial conversations to help you move forward with intention

📖 You can now view the magazine on The Wealth Boutique website.

https://www.thewealthboutique.com/magazine

And for those who love a beautiful coffee table keepsake, physical copies are also available for purchase — simply contact us for details.

We’re so proud of this one. We can’t wait for you to experience it.

05/21/2026

Welcome to another empowering episode of Women Behind the Millions, where we shine a light on the stories, strategies, and passions of women making waves in the financial industry. This week, Jessica Weaver sits down with Colleen Goodwillie, whose work goes beyond numbers—rooted in both strategy and lived experience, Colleen is transforming what it means to guide clients through their financial journeys.

In this episode, Colleen Goodwillie gets candid about her path into finance at the height of the post-2008 recession, the challenges of starting from scratch, and the bold decision to bet on herself by cashing out her own 401(k) to launch her practice. She shares how deeply personal moments—like witnessing her mother’s divorce without a financial plan—shaped her mission to help other women gain confidence with their money, especially through major life transitions.

Together, Jessica Weaver and Colleen Goodwillie discuss the importance of a written financial plan, why tax planning is the hidden key to a successful retirement, and how being a mother shapes Colleen’s approach to balancing business with family. You’ll come away inspired by Colleen’s resilience, authentic advice, and commitment to building a new model for women in wealth.

Address

245 Main Street Suite 205
Chester, NJ
07930

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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