Ellevest Wealth Management Financial Advisor
Sara joined Ellevest from Goldman Sachs, where she spent six years advising clients on generational wealth planning and investing. She specializes in advising high and ultra high net worth individuals, families, endowments, and foundations, and in helping women build wealth through intentional investing and generational wealth-building. She is passionate about supporting women to step into their financial power with knowledge and confidence.
Series 3, 2018
Series 65, 2024
MBA
Board Member of the Chicago Run Foundation, Supporter of Dare2Tri, Supporter of Girls on the Run
“In one word, working on my financial plan with my advisor makes me feel ‘powerful.’”
Testimonials were given by clients of Ellevest, Inc. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or a similar experience or services. No compensation was provided for these testimonials.
Ellevest was founded with a mission to put more money in the hands of women.
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We're obligated to put your interests ahead of our own. We'll never over-trade your account to generate fees for us or sell you proprietary products that would have you pay us twice.
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You’ll have a highly personalized, tax-aware portfolio designed for your goals and values — not some model portfolio that every client gets.
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We can align your investments with your values without sacrificing returns by investing in our Intentional Impact Portfolios* and other impact alternative investments.
Our services don’t end with investments. Want to see exactly where your impact dollars are going? Check out your custom impact report. Want to vote on your shares with one click? Enroll in our proxy voting services. We’ve got you covered.
You deserve a team that actively listens, creates space for real conversations, and understands all of your financial goals. We’re committed to being that team for you.
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