Welcome — I’m so glad you’re here!
My journey into wealth advising began after more than a decade in the legal and political fields, where I learned the power of strategy, advocacy, and clarity in complex situations. Today, I bring that same blend of legal insight and financial expertise to help clients take control of their financial lives with confidence–working with individuals and families to build wealth, protect what matters most, and move forward with purpose. Divorce, transitions, and life changes can feel overwhelming, but with the right guidance, they also create opportunities for growth and renewal. My passion is helping clients feel empowered in their decisions, supported in their challenges, and excited — not fearful — about their future. I believe financial planning is about more than numbers; it’s about creating clarity, security, and confidence in the life you’re building. Wherever you are on your financial journey, I’m here to help you take the next step with confidence.
Stephanie Morawski, ESQ.
Wealth Advisor
Stephanie Morawski, ESQ.
Wealth Advisor
Welcome — I’m so glad you’re here!
My journey into wealth advising began after more than a decade in the legal and political fields, where I learned the power of strategy, advocacy, and clarity in complex situations. Today, I bring that same blend of legal insight and financial expertise to help clients take control of their financial lives with confidence–working with individuals and families to build wealth, protect what matters most, and move forward with purpose. Divorce, transitions, and life changes can feel overwhelming, but with the right guidance, they also create opportunities for growth and renewal. My passion is helping clients feel empowered in their decisions, supported in their challenges, and excited — not fearful — about their future. I believe financial planning is about more than numbers; it’s about creating clarity, security, and confidence in the life you’re building. Wherever you are on your financial journey, I’m here to help you take the next step with confidence.
Articles by Stephanie Morawski
Thinking Divorce? Know Your Litigation Budget
Generally, a litigation budget is a document that outlines the estimated costs associated with a specific legal case. It helps attorneys and their clients plan and manage the financial aspects of litigation. It typically includes projections for attorney fees, court...
How To Negotiate A Divorce Settlement With Your Spouse
Once you and/or your spouse have decided to file for divorce, know at some point there will be negotiations. We have included some simple steps for how to negotiate a divorce settlement with your spouse. Establish Open Communication: Sit down and discuss the situation...
What to Do When You Receive a Sudden Windfall: How to Make Smart, Lasting Choices
An inheritance. A legal settlement. A big bonus. A property sale. There are many ways a sudden influx of money can arrive in your life—and while it may feel exciting at first, it often brings stress right alongside it. When you receive unexpected cash, it can feel...