[pullquote]Women need an objective model based on trust that is product-free, collaborative and understanding of the specific requirements of each client…”[/pullquote]
Using the “comprehensive and collaborative” model she developed based on 20 years in the business as a professional wealth manager and as a client, Maria Chrin founded Circle Wealth Management in 2007, a registered investment advisory firm, where her focus was on women and wealth.
Today, her firm’s average client has about $100 million in investable assets – women and potential RIA’s…this “read” is for you!
Amazing story Maria Chrin has. I wish there was something like her company closer to home. I am seeking financial advice and it coming from women who are successful would make me feel more safe about my money.