Looking to invest more than $1 million? Navigate concentrated stock positions and invest intentionally with a dedicated team by your side.
You’re looking for personalized advice with a certified financial planner. Start with a money checkup and create a plan that can help set you up for success.
Are you new to investing? We make it easy to start with a goals-based investment strategy and plan for retirement.
You likely have a combination of stock and options. You don't have to figure it out all on your own. As a private wealth client, we'll work with you to design a diversification plan and investment strategy that's in your best interest.
You have a number of goals you’re trying to achieve (and yes, building wealth is also a goal). We’re here for every step of this process to help you create a long-term financial plan.
Everybody’s situation during an IPO is different. We’ll partner directly with you or your accountant to put together a customized plan to help minimize your taxes. This can vary based on your vesting schedule, the types of stock you were granted, and your income.
Feel good about what’s next with a dedicated team in your corner. We’re here to help answer any questions you have.
Investing entails risk, including the possible loss of principal, and there is no assurance that the investment will provide positive performance over any period of time.
Funds held in your Ellevest investment accounts are not FDIC insured, not guaranteed by Coastal, and may lose value. Ellevest does not guarantee investment performance.
Ellevest’s Private Wealth Management offers advisory services to higher net worth individuals, investors, trusts, foundations and other institutional investors.
Ellevest Membership fees are as follows: Ellevest Essential is $1 per month, Ellevest Plus is $5 per month, and Ellevest Executive is $9. Other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Membership Terms and Conditions Agreement will continue to apply.