Queen City Wealth: Wealth Without Limits

At Queen City Wealth, we don’t just manage money—we break barriers. Financial planning should be bold, inclusive, and unapologetically aligned with who you are and what you value.

We specialize in helping women, LGBTQ+ individuals, BIPOC communities, and values-driven investors build wealth on their own terms—without the cookie-cutter advice. Whether you’re navigating major life transitions like divorce, redefining your financial independence, or aligning your money with your mission, we’ve got you.

 

Molly Berger

With expertise, advocacy, and real talk, we’re here to help you rewrite the financial rules and build a future that reflects your power, purpose, and vision.

This is more than financial planning.

This is your financial revolution.

We believe financial planning should be empowering. We envision a future where wealth isn’t a privilege—it’s a pathway for all. So today, we're here to break barriers and redefine financial success. 

Challenging the status quo, our mission is to deliver tailored financial strategies that align with your life, your goals, and your vision for the future. Through education, advocacy, and expert planning, we make wealth management accessible, personal, and purpose-driven.

The Queen City Wealth Approach

We don’t do one-size-fits-all financial planning. 

✔  Smart Investing, On Your Terms: Your investments should work for you—not the other way around. We design custom investment strategies aimed at balancing growth, risk, and long-term financial goals while staying aligned with what matters most to you.

✔  Protecting What You’ve Built: Life happens. We strive to ensure you’re prepared. From insurance strategies to emergency funds, we help you develop plans to safeguard your wealth, so you can navigate the unexpected with greater confidence.

✔  Tax Strategies* That Work for You: Taxes shouldn’t drain your wealth. We assist you in exploring ways to maximize savings, minimize liabilities, and structure your investments wisely, helping you keep more of what you’ve earned.

*This publication is not intended as legal or tax advice. Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

Approach

✔  Legacy & Impact Planning: Your financial plan should go beyond today. Whether it’s estate planning, generational wealth building, or philanthropy, we assist you in developing a legacy that reflects your values and aims to make a lasting impact.

✔  The Bottom Line: We meet you where you are, work with you to build a plan that fits your life, and strive to empower you to take control of your financial future—without the cookie-cutter advice.

Our strategic, personalized, and values-driven approach is designed to align every aspect of your financial life aligns with your goals, priorities, and future vision.

Client Testimonial

I’ve been working with Molly for over two years and from day one she has listened to me, worked with me, and ensured I understand every step along my financial pathway. She understands and practices the intimacy of finances with all other aspects of life and spends time truly understanding who you are and what motivates you. For me, financial stability and independence is critical— Molly has set me up and continues to work with me to reach what I’ve defined as success. Her approach to people and financial expertise has made this process incredibly fun, informed, and motivating. I’ve recommended her to closest friends and would encourage anyone to work with her.

Christa Heilman, Client
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

The Queen City Wealth Experience

Step 1: Let’s Talk Real Money Moves

We start with an honest, no-judgment conversation about where you are today and where you want to go. Your financial story is uniquely yours, and we’re here to listen, strategize, and empower you.

Step 2: Build a Wealth Plan That Actually Fits You

Together, we'll craft personalized, values-driven strategies that align with your life—whether that means preparing for a big transition, investing with purpose, or securing long-term financial freedom.

Step 3: Take Control & Make It Happen

With a clear plan in place, we guide you every step of the way—helping you navigate decisions, optimize opportunities, and build real confidence in your financial future. Because wealth isn’t just about numbers; it’s about creating the life you deserve.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Financial Knowledge