Sorelle Wealth Partners jobs and careers

About Sorelle Wealth Partners

We are a boutique, women-led fiduciary financial planning firm dedicated to helping women align their wealth with what matters most. As a fee-only firm, we serve as a trusted partner for clients navigating life’s transitions—both expected and unexpected—helping them make thoughtful decisions with purpose and direction. Unlike traditional financial firms, we integrate financial planning and investment management with coaching, behavioral finance, and community. Through our partnership with Savvy Advisors, Inc, a modern wealth management platform with more than $4 billion in client assets, we combine the personal attention of a boutique firm with the resources of a national organization. Savvy provides institutional-grade investment capabilities, technology, and the operational infrastructure that supports an exceptional client experience—from onboarding forward. Unlike many firms, we know everyone's financial journey looks different we offer both ongoing comprehensive wealth management services as well as custom flat-fee planning and coaching packages. All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”).  Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy”.