Women’s Wellness & Wealth, founded by Cherie D. Putman, is a result of her personal and professional experiences serving women in both her CPA and wealth advisory practices over the years.
The collaborative roles of both practices in supporting women and their families in life’s transitions through our intention, expertise and processes, continues to grow and is well deserving of its own place where we can focus, communicate and build a community around women, supporting women.
By design, we help women achieve the lifestyle of their dreams and enable them to deliver on the important promises that they have made to those important to them through our collaborative, tax smart approach to financial services.
The Nautilus shell is a symbol of growth, beauty, expansion and renewal.
The shell is proportional, both in perfection and beauty. The significance of the shell is that, over time, it enlarges by the addition of anew chamber suitable for its next stage of life. We believe that the Nautilus represents a metaphor for women as we pass through life’s stages and financial journeys.