We work with biopharma and life sciences professionals, families and individuals, and women professionals. While each client has specific needs and goals, we believe they all have one thing in common: the desire to live comfortably today while planning for a prosperous financial future.
Working with those who aid in the development of treatments and cures for illnesses isn’t just a job for us—it’s a passion. Having lost close family members to lung cancer, Beata Dragovics shares her clients' desire to achieve advancements in pharma and biotech solutions.
Our team works extensively with life science executives and professionals. We understand your unique concerns, financial challenges, and needs within this ever-changing industry. Our team provides:
We also specifically help biopharma professionals going through a career transition. The top minds and talent in the life sciences sector are in high demand, and that means employees within the industry experience frequent career moves.
This often adds up to a complicated menagerie of stock and profit-sharing options, benefits, and retirement plans that can be difficult to manage. We help biopharma professionals navigate this complexity, make sound financial decisions, and understand their options as they make career changes.
Our team can help you with:
We partner with individuals from a variety of backgrounds, ages, career paths, and life circumstances. By connecting with you on a personal level, we provide an understanding and passionate path to wealth management. This approach, combined with our experience, allows us to develop tailored financial plans that honor your personal values.
We’ll help you in multiple areas, including:
Women today are more educated and have more financial power and control than ever before in history. However, you also need to manage your money and ensure financial security throughout your retirement years.
As a woman-owned and -operated firm, we’re attuned to the financial challenges you face. We’ll help you develop strategies to protect your assets, maintain a comfortable lifestyle, and pursue long-term financial independence. We work with:
Interested in learning more? Schedule a consultation today to see how we can help you with all your financial needs.