About The Wealth Studio

Hi! I’m Genevieve, the founder of The Wealth Studio.

 

I'm a Vice President at JPMorgan, where I've built a career in finance.  But I've always been fascinated by personal finance and how our financial decisions evolve alongside us, especially during major life transitions and seasons of change. 

 

A new job.  A major purchase.  A relationship.  A move.  A growing family.  A career transition.  Retirement. 

 

The realization that the financial plan you built years ago no longer fits the life you’re living.  

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The realization that you want the freedom to choose.    

 

This is where The Wealth Studio comes in.  

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A different approach to financial strategy

 

I created The Wealth Studio because I believe financial strategy should feel thoughtful, accessible, and personal. 

 

There is no shortage of financial information available today.  What’s harder is knowing what actually applies to you and what to do next.  

 

At The Wealth Studio, I focus on clarity, structure, and thoughtful decision-making.  Together we’ll step back and look at the full picture, identify what matters most, and create a strategy around the life you’re actually trying to build.

 

No financial jargon for the sake of jargon.  No one size fits all answers.  And, no pressure to make a decision until you’re ready.

 

Just clarity, strategy, and a thoughtful place to start.

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Why The Wealth Studio

 

I believe money should support your life - not become a source of stress or uncertainty.  And sometimes, the goal isn’t to always accumulate more.  

 

It is to understand the life you want to live.  To understand what role money can play in helping you get there.  To make intentional decisions about what comes next.  And to have the confidence to move forward on your own terms.  

 

Whether you are navigating a major life transition or simply want to build a strong foundation so you’re ready when the next chapter arrives, The Wealth Studio is a place to pause, reflect, and prepare for meaningful financial decisions.

 

Let's create a clearer path forward.

 

Clarity.  Strategy.  Wealth.

 

Genevieve

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