Queen City Wealth
Molly G. Berger
Founder & Wealth Management Advisor|M.A., CSRIC®, CDFA®
Inclusive. Bold. Empowering. Financial Planning on Your Terms.
Financial Planning That Puts You in Control
At Queen City Wealth, financial planning isn’t just about numbers—it’s about empowerment, clarity, and building a future on your terms. We provide straightforward guidance to help women and their allies make informed decisions, navigate financial transitions, and create lasting wealth with confidence. No jargon, no one-size-fits-all solutions—just a personalized, strategic approach designed for you.
Fee-Based Planning
Transparent, Unbiased, and Client-Focused
We believe financial advice should be clear, accessible, and free from conflicts of interest. That’s why we offer a fee-for-advice model, ensuring that every recommendation is made with your best interests in mind.
With comprehensive financial planning and expert CDFA® support, we provide high-touch, fiduciary-level guidance tailored to your unique needs, from wealth-building strategies to navigating life’s biggest financial decisions.
This is more than planning. This is your financial future—built with purpose, strategy, and confidence.
A Financial Plan That Puts You First
Your financial plan should be as unique as you are. We take the time to truly understand you, your family, and what matters most, so we can help you build a comprehensive strategy that reflects your goals, values, and vision for the future.
We don’t just focus on wealth-building—we look at the big picture, identifying opportunities like ESG investment strategies and potential risks, aiming to ensure your plan is both impactful and protected.
And because life is always evolving, so is your plan. We’ll meet with you semi-annually to review, refine, and adjust—to help you stay on track, no matter what changes come your way.
Let’s build a plan that’s not just about numbers, but about you, your future, and the life you’re creating.
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
