Global Insights | Boutique Touch
You've Built Your Success.
Now Let Your Wealth Work for You.
Your trusted team in wealth management.
We partner with women leaders, business owners, and families to empower lifelong financial confidence through personalized, sophisticated planning, ensuring your investments support your values and ideal future.
"We help our clients feel confident,
informed, and empowered to make
decisions that align with their values."
AKD Wealth Partners
Who We Serve
Financial planning for life's
most important moments
Women Leaders
The Power of Her Money
We provide the strategic framework that allows high-achieving women to delegate their financial complexity, ensuring her money works as hard as she does to secure her family's future.
- Attentive, responsive, and proactive guidance
- Investment strategies to build her worth and preserve her wealth
- Tax-efficient planning tailored to her goals
- A partner who listens and responds to her voice
- Philanthropic planning aligned with her values
Business Owners
From Operations to Legacy
We view your business and personal wealth as a single, integrated ecosystem. Our role is to help you transition from the success of daily operations to the security of a long-term legacy.
- Tax-efficient wealth accumulation strategies
- Business succession and exit planning
- Integrated business and personal financial planning
- Retirement planning for entrepreneurs
- How philanthropy benefits your business and community
Multi-Generational Families
A Transfer of Values
Succession is more than a legal transfer; it is a transfer of values. We facilitate the conversations and structures necessary to prepare the next generation for the responsibility of wealth.
- College funding and education planning
- Wealth transfer strategies across generations
- Estate and legacy planning
- Life event guidance (marriage, divorce, inheritance)
- Understanding philanthropic options such as direct gifts, Donor-Advised Funds, and family foundations
Who We Serve
Financial Planning Built
Around the Life You're Living
Financial Planning Built Around
the Life You're Living
Our clients often fit into more than one category. A woman selling her business is also planning her family's future. We understand that, and we plan accordingly.
Leaders
Your Terms
Owners
to Legacy
Families
Just Assets
Hover over each circle to explore
Women Leaders
Your Money Should Work As
Hard As You Do
High-achieving women deserve a financial partner who matches their ambition and respects their intelligence. We provide the strategic framework to manage complexity, build wealth with intention, and ensure every financial decision reflects what matters most to you.
- Attentive, responsive, and proactive guidance
- Investment strategies that build and preserve your wealth
- Tax-efficient planning tailored to your goals
- A partner who listens first and advises second
- Philanthropic planning aligned with your values
Business Owners
From Daily Operations to
Lasting Legacy
Your business and your personal wealth are one ecosystem, not two separate conversations. We help you transition from the success of what you've built to the security and legacy of what comes next.
- Tax-efficient wealth accumulation strategies
- Business succession and exit planning
- Integrated business and personal financial planning
- Retirement planning for entrepreneurs
- Philanthropy that benefits your business and your community
Multi-Generational Families
Wealth Is a Transfer of Values, Not Just Assets
True succession is about more than structures and legal documents. It's about preparing the people who will carry your legacy forward. We facilitate the conversations that matter and build the frameworks that last.
- College funding and education planning
- Wealth transfer strategies across generations
- Estate and legacy planning
- Life event guidance: marriage, divorce, inheritance
- Philanthropic options including Donor-Advised Funds and family foundations
Wealth That Works
For You And Yours.
Whether you're selling your business, planning for your children's future, or building new wealth from the ground up, we've guided women through every phase of life. We don't just manage portfolios. We work with our clients to help them understand how their money works, so every decision they make comes from confidence, not uncertainty.
Planning that goes above and beyond, built around your unique situation, values, and vision. Every strategy starts with listening.
We don't just advise, we help you understand how your money works so every decision you make comes from confidence, not uncertainty.
Wealth isn't just about today. We help you build structures that protect your family's financial future and carry your values across generations.
We believe real wealth creates ripples. We help clients align their financial power with the causes, communities, and legacies that matter most to them.
Who We Are
Boutique Means You Know Everyone Working For You.
Our team brings together deep expertise in wealth strategy, planning, and client service. Hover over each card to learn more about the people behind your financial future.
Stephanie brings nearly four decades of experience as a Private Wealth Financial Advisor and CFA, co-founding AKD in 2023 with a clear mission: to simplify the complexities of wealth management and empower clients to live the lives they've always envisioned. Recognized by Forbes as a Best-In-State Wealth Advisor every year from 2019 to 2024, she manages investment portfolios with discretionary control and a deeply personal touch. Her approach goes beyond numbers, crafting a financial narrative that reflects the unique story of each client she serves.
Full Profile →
A George Washington University graduate in Business Economics, Andrew approaches wealth management like sailing, reading conditions, adapting strategy, and always keeping the destination in sight. He works collaboratively with clients to build and refine investment strategies, backed by Series 7 and 66 registrations. His driving belief: well-managed finances don't just grow wealth, they enable people to live the lives they've envisioned.
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A Radford University Finance graduate, Michael has been part of the Wells Fargo family since 2016. He holds Series 7, 66, 9, and 10 securities registrations alongside life insurance licensing, equipping him to serve clients and support branch-level supervision. His focus every day: simplifying finance and empowering clients to make confident, informed decisions and managing the branch.
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With over 15 years in financial services, Patricia oversees all client operations at AKD, from new accounts to distribution requests. A Baruch College Economics graduate, she has worked with MassMutual, Merrill Lynch, and Janney Montgomery Scott. Her approach is simple: attentive, personalised service that puts every client's individual situation first.
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A graduate of Oberlin College and the Dalton School, Sam joined AKD as a Registered Client Associate, bringing a fresh perspective and a digital-native skillset to the team. Working closely with the client services team, Sam handles calls, supports account reviews, and helps shape AKD's social media presence. Currently pursuing FINRA Series 7 & 66 registrations.
Full Profile →Client Journeys
How We Help Your Wealth Work For You
Every plan starts with a conversation. Here's what that looks like in practice.
Separating Business Wealth from Personal Security
Scenario
A business owner preparing for a potential sale realized her personal financial plan was entirely entangled with her company's valuation. She needed clarity on what life after exit could look like.
Our Approach
We built parallel financial models, one tied to the business and one independent, then developed a pre-sale strategy covering tax-efficient exit structures, diversification, and post-sale income planning.
Targeted Outcome
Enable the business owner to evaluate offers with confidence, knowing her personal financial security doesn't depend on any single transaction.
From Uncertainty to a Clear Financial Picture
Scenario
A senior executive going through a divorce needed to understand, for the first time, the full picture of her income, spending, investments, and what she could sustain independently.
Our Approach
We conducted a full financial inventory, built a forward-looking plan using scenario modeling, and worked alongside her legal team to ensure financial decisions supported her long-term goals.
Targeted Outcome
Empower the executive to move from financial uncertainty to becoming a confident steward of her own wealth, with clarity on spending, saving, and growth.
Aligning Family Values Across Three Generations
Scenario
A family matriarch wanted to establish a wealth transfer plan that reflected her values around education, philanthropy, and financial responsibility, while preparing her adult children and grandchildren.
Our Approach
We facilitated cross-generational family meetings, developed a giving strategy tied to family values, and built trust structures with built-in education milestones for younger beneficiaries.
Targeted Outcome
Create a legacy framework where wealth transfer strengthens family cohesion rather than creating dependency, with each generation understanding their role as stewards.
Get In Touch
Let's start a conversation
Whether you're selling a business, planning for your children's future, building new wealth, or preparing for the next generation, we're here to listen. Connect with someone who's attentive, responsive, and ready to help you feel confident about your financial future.
Send us a message
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