Our Clients

Our Clients

SELF-RELIANT WOMEN FIRST-GENERATION WEALTH

Wealth Advice for Self-Reliant Women

We help you balance today's wants and tomorrow’s needs—without depending on anyone but yourself.

 Schedule a call

WE ARE HERE TO HELP YOU:

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Stop worrying about “what if”
and start enjoying life to
the fullest.
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Create a comfortable work-
optional or retirement
lifestyle for your future.
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Know you have the resources to
help the people and causes you
care most about.

FEELING INSECURE ABOUT
YOUR FINANCES?

You have worked hard for your success and tried to make good financial decisions, but you still may:

  • Feel unsure that what you’re doing is enough

  • Have a nagging feeling you’re missing out on important financial decisions

  • Feel anxious about where the “holes” are in your financial picture

You deserve to feel good about what you’ve accomplished in your life.

 Schedule a call

Feel Confident You Have Money Plans in Hand

Our goal is to help you:

Know where you are:
Gain a clear assessment on
where you stand right now.

Align your finances:
Use your money to enjoy life now
and take care of your future.

Get an action plan:
Know the next steps and a reliable
process to keep you on track.

We Understand What It Feels Like When Everything Falls on Your Shoulders
  • We help self-reliant women like you feel confident about your financial life—without depending on anyone but yourself.
  • Senior Wealth Advisor Jennifer Kirby, CIMA®, CSRIC®, combines her financial experience and creative background to serve as a guide for similar self-reliant women.
  • Jennifer has a media arts degree, an MBA, and designations in financial risk management and sustainable investing to help you feel like you are collaborating with someone who “gets” you.

Clients We Help
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Primary Earners

Women seeking a plan for their household finances so they can feel confident about the future.
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Single Earners

Women who want to feel confident about their finances regardless of their relationship status.
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Business Owners

Women who want to know their hard-earned success can create a prosperous life through all the stages of their business and even after.

A Financial Guide You Can Lean On

You have worked hard for your success, and you deserve to enjoy it. But you have questions: Can you really afford that trip with your friends? Or should you use the bonus for your savings instead? You shouldn’t have to feel anxious about enjoying a comfortable life. At Talisman Wealth Advisors, we guide you through a financial planning process to help you feel confident you really can enjoy life today and take care of the future too.

Continue Reading

We are a fiduciary Registered Investment Advisor based in central New Jersey servicing clients in the New York Tri-State area and nationwide. We help self-made women who are too busy or too overwhelmed to move forward on their finances. We are here to help you:

  • Gain a clear picture on what is possible for you right now and what needs to be done for the future
  • Put money plans in hand for your biggest dreams, such as a vacation home or a work-optional lifestyle
  • Feel confident you have the financial foundation in place to help support you for the rest of your life
  • Take care of your loved ones if they need help without hurting your own finances
  • Gain relief that you know what needs to be done and ensure you have a team to help with the logistics
  • Stay on track with regular communication and an ongoing process to help get you to your goals
    •  

How Self-Reliant Women Can Feel Financially Confident

Download this ebook and get four steps to help balance today’s wants and tomorrow’s needs—without relying on anyone but yourself.

DOWNLOAD FREE

How to Work With Us
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Schedule a call to see if we are the right fit for you.
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Set up a meeting in person or on Zoom to discuss how we get started and how it works going forward.
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Sign the agreement to begin implementing.
Schedule a call

ARE WE A MATCH?

You want to partner with a financial advisor whose expertise is working with people like you. We may be a good fit if you:

  • Are a woman who is a single or primary earner who wants to know your finances can support you now and for the long-term without having to depend on anyone else
  • Seek step-by-step guidance in balancing today’s desires with tomorrow’s needs
  • Want an ongoing relationship with a financial advisor to help you stay on track with your financial goals and manage your investments
  • Have take-home income of $250,000 or greater, or investible assets of $500,000 or greater

Take the First Step-Schedule a Call!

Are you ready to stop feeling anxious about where the holes are in your financial picture? Take the first step toward feeling confident you have money plans in hand to enjoy life now while taking care of the future. Schedule an introductory call today.

 Schedule a call

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SUBSCRIBE TO OUR NEWSLETTER FOR SELF-RELIANT WOMEN


DOWNLOAD FREE:

Advice for First-Generation Wealth

You are the first in your family to build wealth. You’re worried about how to keep it, grow it, and pass it on to your heirs. You identify as:

An entrepreneur or corporate executive
who is at any stage of your working life, from accumulation to an exit event

A pre-retiree or retiree
who is ready to enjoy the wealth you have created, help your family, and plan your legacy

 Schedule a call

WE ARE HERE TO HELP YOU:

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Feel assured that you know
how much you can spend,
what you need to save, and
how you should invest.
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Create a life for you
and your loved ones that you
could not have imagined.
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Have control over your
legacy—make the most of
the wealth you created.

FEELING CONCERNED ABOUT
YOUR FINANCES?

You have worked hard for your success and have made many good financial decisions, but you still may:

  • Be afraid of losing your money because you took too much risk

  • Not know how much you can spend now for fear of not having enough later

  • Be unsure that your investments are set up to minimize taxes

  • Have concerns about how you can help your loved ones and retire the way you want to

You deserve to feel good about what you’ve accomplished in your life.

 Schedule a call

Feel Confident You Have A Solid Financial Plan

Our goal is to help you:

Know where you are:
Get a clear picture of where
you stand right now.

Quantify your goals:
Assess and prioritize what you want
to accomplish with your money.

Align your money and your plan:
Know how to move forward and
have a consistent process to help
you feel secure.

We Understand What It Feels Like When You Are the Financial Pioneer of Your Family
  • We help self-made professionals like you feel confident about the wealth you have built through your own hard work.
  • Senior Wealth Advisor Frank Granizo, CPFA, combines his extensive financial experience and entrepreneurial background to serve as a guide for similar self-made professionals.
  • Frank has a degree in finance and over two decades of experience helping people just like you feel secure that your financial achievements last your lifetime and help those who are most important to you.

A Financial Guide You Can Lean on

You have worked hard for your success, and you deserve to enjoy it. But you have questions: Will your money last for your lifetime? Will your spouse be financially secure if something happens to you? Can you afford to help your child buy a home or start a business? Can you leave money to your grandchildren? You shouldn’t have to feel anxious about enjoying a comfortable life. At Talisman Wealth Advisors, we guide you through a financial planning process to help you feel confident you really can see the results of your work today and take care of the future too.

Continue Reading

We are a fiduciary Registered Investment Advisor based in central New Jersey servicing clients in New York City and throughout the region. We help self-made professionals who are too busy or too overwhelmed to move forward on their finances. We are here to help you:

  • Gain a clear picture on what needs to be done now to keep your future secure and meet your goals
  • Put money plans in hand for your biggest dreams, such as enjoying travel, buying a beach house for your family, or helping your grandchildren pay for college
  • Feel confident you have the financial foundation in place to help support you for the rest of your life
  • Gain relief that you know what needs to be done and you have a team to help with the logistics
  • Stay on track with regular communication and an ongoing process to help get you to your goals

How to Work With Us
icon

Schedule a call to see if we are the right fit for you.
icon

Set up a meeting in person or on Zoom to discuss how we get started and how it works going forward.
icon

Sign the agreement to begin implementing.
Schedule a call

ARE WE A MATCH?

You want to partner with a financial advisor whose expertise is working with people like you. We may be a good fit if you:

  • Are a self-made professional who wants to know your finances can support your retirement and the dreams you have for people you care about
  • Seek step-by-step guidance in balancing today’s desires with tomorrow’s needs
  • Want an ongoing relationship with a financial advisor to help you stay on track with your financial goals and manage your investments
  • Have take-home income $250,000 or greater, or investible assets of $500,000 or greater

Take the First Step-Schedule a Call!

Are you ready to stop feeling anxious about your financial picture? Take the first step toward feeling confident you have money plans in hand to ensure you can maintain the legacy you have built. Schedule an introductory call today.

 Schedule a call

We provide comprehensive financial guidance and
planning for all stages of life, including:

Cash Flow Analysis & Budgeting

Cash Management

Retirement Savings Strategies

Portfolio Analysis and Management

Tax Mitigation (in collaboration with your accountant)

Retirement Income Planning

Estate & Wealth Transfer (in collaboration with your estate attorney)

Charitable Giving

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