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Take Control Of Your Financial Future & Live Empowered

An independent, fiduciary advisor whose divorce expertise, hands-on coordination with attorneys, and educational approach empowers women take control of their financial futures.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Enrich Your Financial Journey With Sindy Wylie

Enrich Your Financial Journey With Sindy Wylie

Sindy Wylie, CFP®, RICP®, CDFA® is a dedicated wealth manager who brings calm to the chaos. She specializes in guiding independent women through life’s transitions with expert insight and compassion. Your financial journey is yours to define—and she’s here to help you navigate it with confidence.

Meet Sindy Wylie
See A Clear, Coordinated Path Forward

See A Clear, Coordinated Path Forward

Sindy Wylie helps you organize, plan, and make empowered decisions, from budgeting and cash flow to investment strategies and retirement planning. By collaborating closely with your professional support team, Sindy provides a clear path forward tailored just for you.

Hope Is Tomorrow: Achieve a Better Life

From divorce-focused financial planning to long-term wealth and retirement strategies, Sindy offers the guidance you need to build financial independence by taking control of your finances and achieving a better life.

Guiding Women Through Their Next Chapter

In addition to working toward real, year-after-year growth on your behalf, we'll simplify your financial life and provide the freedom to focus on what matters most: Our Community.

Divorcees

Rebuild your financial foundation and create a clear plan for the future you envision.

Women Divorcing

Gain clarity and support as you navigate decisions during this challenging time.

Women and Wealth

Protect and grow your wealth while always keeping your goals at heart.

Divorce Professionals

Partner with a financial advocate who understands the unique needs of women in transition.

Remember, <strong>You Don't Have to Go at This Alone,&#160;</strong>Explore Our Services

Remember, You Don't Have to Go at This Alone, Explore Our Services

Financial Insights To Guide Your Journey

Explore videos, articles, and resources on divorce planning, financial independence, retirement, lifestyle transitions, tax considerations, and more. Updated regularly to support you wherever you are on your path forward.

How Stocks Work

How Stocks Work

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Retirement Income 101: Tax-Efficient Withdrawal Strategies

Retirement Income 101: Tax-Efficient Withdrawal Strategies

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Is Your Current Model Limiting Your Growth?

Is Your Current Model Limiting Your Growth?

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Your Social Security Roadmap

Your Social Security Roadmap

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Call Us

Office: 704-370-9025

Toll-Free: 800-966-7917 ext.125

Address

5200 77 Center Drive

Suite 330

Charlotte, NC 28217