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Our Mission

At Kindred Spirits Wealth Management

We advocate for women’s financial goals by listening to their vision, understanding their priorities, and creatively road-mapping their financial futures.

We strive for great, long term relationships with all our clients. We’re here for life’s ups and downs. For every age and stage. We proudly use our financial knowledge to help you maximize your financial potential. Ready to work with us? Give us a call.

Who We Serve

Our Clients Come From All Kinds Of Backgrounds And Lead Diverse Lives.

Professional Women

Are you worried about managing your complex financial portfolio while juggling a demanding career, maybe even at the same time as managing a family? Kindred Spirits Wealth Management specializes in tailoring financial strategies to your professional needs, providing professional guidance and support.

Single Women

Are you facing the challenge of securing your financial future on your own? At Kindred Spirits Wealth Management, we understand the unique financial concerns of single women and offer personalized strategies to help you build a strong financial foundation.

Married Women

Concerned about aligning your financial goals and aspirations with your spouse? Kindred Spirits Wealth Management can help married women navigate joint financial planning.

Divorced Women

Are you apprehensive about managing your finances post-divorce and securing your financial independence? Kindred Spirits Wealth Management is here to provide guidance, helping you regain control and confidence in your financial life.

Retirees

Worried about making your retirement savings last throughout your golden years? Kindred Spirits Wealth Management specializes in retirement planning, offering strategies to optimize your retirement income.

Couples

Concerned about effectively managing your finances as a couple, including saving for shared goals and navigating financial differences? Kindred Spirits Wealth Management can facilitate productive financial discussions and create customized financial plans for couples.

Men

Are you a man who wants to ensure your wife's financial well-being and future financial security? Looking for guidance yourself? Kindred Spirits Wealth Management experience can cater to you or your wife's unique financial needs and preferences.

We champion women’s financial empowerment

We champion women’s financial empowerment

Kindred Spirits Wealth Management champions women's financial empowerment. Recognizing unique challenges, we tailor strategies for single women around life goals, guide divorced women towards a promising future, and help retirees envision what's next. Founders Sarah Houle-Johns and Kimberly Ritter, with vast experience, listen intently, understand priorities, and build personalized roadmaps. While our emphasis is on supporting women, Kindred Spirits welcomes everyone.

Don’t get us wrong, we love men too

Don’t get us wrong, we love men too

Kindred Spirits Wealth Management warmly extends our knowledge to men, both single and coupled. Founders Sarah Houle-Johns and Kimberly Ritter understand the distinct financial challenges everyone faces. With their experience, they craft tailored strategies for each individual, ensuring every client's goals are met. Although we have a special emphasis on women, Kindred Spirits is dedicated to supporting all in their financial journeys, celebrating diverse achievements and dreams.

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