About Us

Privacy Notice

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and

Data about your transactions with us (such as the types of investments you have made and your account status).

How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.

headshot of Andrea

Meet Our Founder

“I’m Andrea, the founder of Visible Wealth Planning. After spending over two decades in the Asset Management industry, including a decade as a Partner at a hedge fund I helped establish, I realized my true calling was to support and empower women in the best way I know how—through their wallets.”

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A Journey of
Highs and Lows

My inspiration primarily stems from my personal journey. Over the past decade, I’ve navigated numerous highs and lows that have profoundly impacted my life. I’ve faced the loss of family members and a career, and taken on the role of caretaker for my parents, both of whom suffered from Alzheimer’s. I’ve also become a wife and mother to two beautiful daughters, grappled with infertility, and strived to balance a successful career with being a present and loving family member.

Although these experiences might not seem directly related to Financial Planning, each one necessitated a conversation with an Advisor. Whether it was about inherited IRAs, protecting my parents’ assets, planning for my children’s education, asset allocation, or paying for fertility treatments, I needed substantial guidance. I went through several advisors, as I struggled to find someone who truly felt like my advocate, guiding me through life’s challenges and ensuring I was on the right financial path.

The Birth of Visible Wealth Planning

Welcome to Visible Wealth Planning, where our passion for empowering women
through financial knowledge comes from a deeply personal place.

Our Name, Our Mission

The name Visible Wealth Planning carries two important meanings:

Knowledge is Power

We believe in providing clarity. By helping you see your financial future clearly, even when it’s not the prettiest picture, we empower you to navigate challenges more successfully and with less stress.

A Tribute to My Motivators

The name is also a nod to my daughters, Violet and Isabel. Combine their names, and you get “Visabel”—a reflection of my biggest motivators in empowering women.

We believe in a more simplified asset allocation model — one that you can understand, even if you know nothing about investing. More importantly, we emphasize going deep on the planning. Money touches every stressor in our lives. We aim to help you navigate those stressors and provide visibility into your future with a solid roadmap on how to get there.

We’re committed to being more than just financial advisors. We’re your partners in navigating life’s complexities; providing the knowledge and support you need to take control of your financial future.

Strategic Alliances

We’ve made it a point to leverage the best technology offerings in the industry to support our clients.
We utilize Advyzon, eMoney, and Holistiplan to better serve you.

Learn More About Our Story