About Company

Sandra Gilpatrick is a wealth consultant and certified financial planner who focuses on empowering professional Generation X and Millennial women, particularly those living or working in Boston, to feel financially confident. With over 25 years of industry experience, Sandra specializes in addressing the unique financial needs of women, especially around life-changing events such as job changes, inheritance, or marital transitions. The company emphasizes professional advice that prioritizes clients' interests, transparency in compensation, and flexible appointment availability to accommodate busy schedules. Sandra Gilpatrick aims to build long-term relationships with clients by providing a thoughtful and understandable financial planning experience, supported by tools like worksheets, videos, and calculators to help clients make informed decisions.

Service Category

Area Served

Project Photos 

Reviews