We Help you
DO MORE YOU
Owning your dreams
|
Aligning your goals
|
Investing in yourself
|
Planning for later
|
Dealing with now
|
Taking risks
|
Starting a family
|
Buying that house
|
Owning your dreams | Aligning your goals | Investing in yourself | Planning for later | Dealing with now | Taking risks | Starting a family | Buying that house |
We Help you
DO MORE YOU
Owning your dreams
|
Aligning your goals
|
Investing in yourself
|
Planning for later
|
Dealing with now
|
Taking risks
|
Starting a family
|
Buying that house
|
Owning your dreams | Aligning your goals | Investing in yourself | Planning for later | Dealing with now | Taking risks | Starting a family | Buying that house |
We Help you
DO MORE YOU
Owning your dreams
|
Aligning your goals
|
Investing in yourself
|
Planning for later
|
Dealing with now
|
Taking risks
|
Starting a family
|
Buying that house
|
Owning your dreams | Aligning your goals | Investing in yourself | Planning for later | Dealing with now | Taking risks | Starting a family | Buying that house |
We Help you
DO MORE YOU
Owning your dreams
|
Aligning your goals
|
Investing in yourself
|
Planning for later
|
Dealing with now
|
Taking risks
|
Starting a family
|
Buying that house
|
Owning your dreams | Aligning your goals | Investing in yourself | Planning for later | Dealing with now | Taking risks | Starting a family | Buying that house |
We Help you
DO MORE YOU
Owning your dreams
|
Aligning your goals
|
Investing in yourself
|
Planning for later
|
Dealing with now
|
Taking risks
|
Starting a family
|
Buying that house
|
Owning your dreams | Aligning your goals | Investing in yourself | Planning for later | Dealing with now | Taking risks | Starting a family | Buying that house |
We Help you
DO MORE YOU
Owning your dreams
|
Aligning your goals
|
Investing in yourself
|
Planning for later
|
Dealing with now
|
Taking risks
|
Starting a family
|
Buying that house
|
Owning your dreams | Aligning your goals | Investing in yourself | Planning for later | Dealing with now | Taking risks | Starting a family | Buying that house |
We Help you
DO MORE YOU
Owning your dreams
|
Aligning your goals
|
Investing in yourself
|
Planning for later
|
Dealing with now
|
Taking risks
|
Starting a family
|
Buying that house
|
Owning your dreams | Aligning your goals | Investing in yourself | Planning for later | Dealing with now | Taking risks | Starting a family | Buying that house |
I created Bone Fide Wealth so that our clients can receive financial advice that’s real, relatable, and meets them exactly where they are.
About Us
There’s no one right way to handle money. Let us help you find yours.
Bone Fide Wealth is a wealth management firm built from unprecedented times. In navigating every challenge and surprise the last decade has brought to our doorsteps (and our wallets), we developed a nimble approach to helping clients of all generations find their way toward whatever it is they’re looking for.
We don’t just manage money. In fact, we prefer to plan for you first. We take the time to learn what you’re about: what drives you, what worries you, what excites you for the future.
Then, we can educate, empower, and invest around what matters most to you —not anyone else.
(Except your spouse. They matter, too.)
SERVICES
Plan, Invest, and Grow with More Confidence
We provide personalized financial planning, investing strategies, and risk management solutions designed to help you thrive at every stage of life. From building wealth to aiming to protect what matters most, we guide you with clarity, transparency, and confidence.
The Team
Real advisors. Real life. Real financial advice.
We aren’t your parent’s financial advisors. As millennial and Gen-Z professionals, we know what you’re going through (or what your kids are going through). Let us handle today’s opportunities and challenges with our perspective.
ON AIR & IN PRINT
Get smarter about money, together.
Watch and hear our insights in recent media appearances, preorder Heather and Douglas’s forthcoming book on couples and money, and subscribe to Bone Fide Wealth’s newsletters for couples and young adults—each offering practical guidance and fresh financial perspectives for modern life.