Your goals, my mission
Your financial world should feel clear, intentional, and aligned with what matters most to you. With the right strategy, you’ll have the freedom to focus on what fuels you while feeling supported at every step. Wealth management is more than investments, it’s about creating a plan that brings clarity, confidence, and control over your future.
Financial empowerment for women
When you sign up, you’re not just joining a mailing list, you’re becoming part of a powerful network of women committed to financial independence. As a member, you’ll get exclusive access to:
Private Community Events
Her Knowledge Lounge, Monthly Financial Insights
Personalized Resources
Ongoing Support & Education
This is just the beginning—Chantal is committed to expanding this community to offer even more resources, mentorship, and opportunities to help you thrive financially. Join today, what are you waiting for?
A community for women, rooted in empowerment
Money should never feel intimidating or out of reach. Taking control of your financial future starts with the right conversations. Explore a space created for women, where questions are encouraged, clarity is the goal, and confidence is built, judgment-free.
With you every step of the way.
Get to know the people behind the plan. At the heart of our team is a commitment to clarity, care, and connection, so you feel supported at every stage of your financial journey. Because wealth is personal, and your team should be too.
About Me
What do you want your legacy to be?
A personalized approach to your success. No guesswork. No surprises. Just a clear path forward.
Meet
Understanding What Matters Most
Great relationships start with a conversation. We listen to your goals, priorities, and vision.
Discover
Defining Your Goals
We uncover your financial needs, aspirations, and challenges to craft a tailored plan.
Plan
Creating Your Roadmap
A customized roadmap designed to simplify decisions, manage risks, and uncover opportunities.
Implement
Putting Your Plan Into Action
We build and manage your investment portfolio with world-class strategies.
Guide
Supporting You Every Step of the Way
Ongoing support to adapt your plan as life and markets change.
It’s not about what you gain, it’s about what you give.
Impact has always driven me—personally and professionally. From my first job at 12 to teaching financial advisors by 30, I’ve been determined to make a difference. Over the years, I’ve seen firsthand the gaps in financial knowledge, access, and security that affect individuals and families alike. But one gap stands out: the disconnect between women and wealth management.
The gender advice, investing, and financial security gaps have real consequences, and I’m committed to closing them. Through mentorship, education, and advocacy, I help all clients take control of their financial future while also working to ensure more women have the right advice, opportunities, and support to build lasting legacies.
Nominations and Awards
2018
Woman Innovator of the Year
2018 Nominee
2019
Diversity Ambassador of the Year
2019 Nominee
2020
Discretionary Management Award
2020 Winner
2021
Executive Leadership Award, Women’s Symposium
2021 Winner
Chantal's Perspective
A monthly perspective to help you stay informed, focused, and aligned with your financial plan.
30 Minute Planning Series
30 Minute Planning Series
Think of this as your planning reset, once a month.
The 30 Minute Planning Series with Chantal McNeily highlights one area where small choices now can change how the next few years unfold. These are the topics that are easy to push aside, but powerful once you deal with them.
Click the videos to scroll through our previous 30 Minute Planning Series recordings.
Events
Creating Impact in Your Lifetime and Legacy
There is a quiet shift happening in how people think about charitable giving. More individuals and families are starting to ask what it looks like to make an impact now, while they can still be part of the decisions and see the outcomes unfold.
This event brings together expert perspectives from estate law, accounting, wealth management and philanthropic planning to explore how giving during your lifetime can be thoughtfully integrated into your overall financial plan.
We’ll examine how these gifts are structured, their tax implications, how they fit within estate planning, and the decisions families and executors typically navigate. You’ll gain practical insights from subject matter experts and those who have implemented these strategies firsthand.
You will leave with a renewed sense of possibility and confidence to think about charitable giving differently, not as something to defer, but as something you can thoughtfully shape and be part of now, and carry forward through your estate.