About Women & Wealth Solutions
Women & Wealth Solutions launched in August 2016 around the premise that as women transition through life cycles, they both need and want to work with a professional who understands their concerns, unique needs and apprehension about handling their finances.
While we are proud of the growth Women & Wealth Solutions has experienced, we’re most proud of the success and results our clients have realized in their personal lives as they have overcome challenges and faced headwinds head on with our guidance and support. With dedicated focus and enriched resources, we are raising the bar for Women & Wealth Solutions with the goal of achieving success for more women than ever before.
We are passionate advocates for financial literacy excited as well as prepared to serve our clients both old and new as we always have - with care, compassion, patience and utmost professionalism.
Thank you for your trust in us. We hope you will choose to work with us, learn with us and move forward with us to live your best financial life.
About Our Founder
Ronit Rogoszinski is a passionate advocate of financial literacy for women who specialized in transitioning widows, pre-retirees and divorced individuals through major life changes. Applying her skills to each client’s circumstances enables her to translate recommendations into actionable, prudent strategies that are customized to each clients’ unique situation. As a result, Ronit has become a trusted advisor to her clients, developing lifelong friendships while partnering in the management of their financial plans.
Ronit is a CERTIFIED FINANCIAL PLANNER ™ certificant who combines formal education with life long experience, which has led to a holistic all-encompassing approach for her clients and the creation of Women & Wealth Solutions. Individuals and families with inheritance, legal settlements, or sale of businesses who seek to become educated and confident in working with their financial advisor, look to Ronit for guidance in gaining financial knowledge, budget and cash flow management, portfolio and retirement solutions, as well as working with other outside professionals to best serve the client with guidance towards legal and tax solutions.
Ronit’s calm, personal and relaxed nature helps put her clients at ease while remaining focused on the mission at hand, which is to help her clients realize their financial goals.
"It's not about beating the market,
it's about reaching your goals!!"
CERTIFIED FINANCIAL PLANNER
- Audrey Siegel
Director of Education and Community Outreach
Living in the world of yes, Audrey is a career-long advertising industry professional, well versed in marketing and media strategy and investment. A life-long sponsor and mentor of talent, Audrey is committed to excellence in professional development. As a passionate advocate of possibility, Audrey seeks out opportunities to counsel and collaborate with individuals and companies, believing that her impact creates greater potential for success.
Subsequent to the sale of her independent media agency, TargetCast, Audrey has consulted with the premier advertising industry non-profit organization, She Runs It; served on the Board of Directors of the Women’s Venture Fund; and counseled independent advertising agencies and organizations in staff and process development.
Working closely with Women&Wealth Solutions’ Principal and Founder Ronit Rogoszinski, Audrey has focused her attention on bringing financial wellness into the professional development arena through the creation of a cohort-based learning program, Facing Facts. Offered both remotely (and in time as an in-person comprehensive retreat), this program will provide women across the life-stage spectrum with the opportunity to develop their own best lives in the context of a secure financial future.
The world of yes, indeed!