Trans Friendly Wealth Management
Receive expert advice from a transgender
Harvard MBA wealth advisor
My name is Lindsey Young, and I am the founder of Quiet Wealth.
As a transgender financial advisor, I especially enjoy working with other members of the transgender community who have also had successful careers. I have personal knowledge of transition and the transgender experience.
I provide comprehensive financial planning and investment advisory services to LGBTQ clients. I offer a place where clients can feel comfortable sharing the diverse life circumstances while receiving expert financial advice.
I received an MBA from Harvard Business School and have worked in finance for over 15 years. I am also a CFP® professional.
My practice focuses on high-net worth households with at least $200,000 of annual income and / or investable assets of greater than $750,000.
To learn more how I serve clients, see the section below or book a free initial consultation through the link below.
Financial Planning & Advisory Service Offerings for Individuals and Households
Quiet Wealth offers two services to meet the needs of a variety of client situations
Financial Planning Project
Financial Planning Projects are fixed-fee engagements that typically last five months and enable households to create and implement a comprehensive financial plan.
Financial Planning Projects are ideal for households who have the following attributes:
High-income households that do not yet have sizable investment accounts
Households with common financial planning issues and challenges
Ability and desire to self-manage investments
The fee for the Financial Planning Project is:
$3,900 for single-member households
$4,800 for all other households
Additional fees may be applied for business owners
Ongoing Financial Advisory Service
Quiet Wealth’s Ongoing Advisory Service provides continuous financial planning and investment advice and is most appropriate for households with complex advisory needs.
The Ongoing Advisory Service is ideal for households who have any of the following attributes:
At least $750,000 in investable assets outside of company retirement accounts
Ongoing, highly-complex financial planning needs or small business ownership
Desire to have an adviser manage investments on an ongoing basis
The fee for the Ongoing Advisory Service is:
$9,200 for households with less than $5,000,000 of net worth
A fee of between $9,200 and $20,000 for households with greater than $5,000,000 of net worth
Additional fees may be applied for business owners