Make an impactful connection
Who Private Wealth at Ellevest is built for
Aligning your investments to achieve your goals
Connecting money to a bigger mission
Legacy building and value-based investing
How you can rewrite women’s financial futures with us
Ellevest Private Wealth Management clients have so many options for investing with their values across asset classes, from our impact equity portfolios to private alternatives and fixed-income options. Here’s how you can help spread the word:
Share what makes Ellevest different
Highlights about our investment philosophy and our dedicated team changing the financial industry.
Introduce someone to a health check
Our complimentary portfolio health check is a key component of the Ellevest experience. Read more about it here.
Allison Kvikstad
CFP®, CDFA®, Private Wealth Advisor
Allison joined Ellevest from Wells Fargo’s Wealth Management Group servicing high net worth individuals, families, and private foundations and brings with her 25 years of experience. She’s based in the Bay Area, where she volunteers in teaching financial literacy at Girls, Inc. in Oakland.
Making the connection
I’d like to connect you with Allison Kvikstad, who is a Financial Advisor on the Ellevest team. Founded by Wall Street veteran Sallie Krawcheck, Ellevest is on a mission to help women at every stage of their financial journey.
What really sets Ellevest’s personalized private wealth management apart is their undeterred passion for helping their clients invest for measurable impact. It’s an offering that’s not replicated at the big firms. I’ll let you two take it from here to connect!
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