The rollout of the business is an example of how women continue to push into the wealth management industry.

A group of women have formed a Chicago-based RIA, Expressive Wealth. 

The founders are Vanessa N Martinez, Lauren Genuardi, and Darlene Duncan.

Martinez is chief executive and managing partner, Genuardi is chief compliance officer and MP, and Duncan is wealth advisor and partner.

The team includes director of portfolio strategy, chief clinical officer, para-planner, and two client service associates.

The firm is launching with $200 million in assets under management.

In 2022, Martinez and Dr Patricia M Villarreal (who serves as chief clinical officer for Expressive) launched Em-Powered Network, a network for helping female leaders and business owners. Em-Powered will convert into a non-profit organization in the coming months. 

“Financial planning has evolved so much over the past few decades, but there is still ample space to improve, and we were inspired to provide an offering that encourages inclusion and open communication through the entire wealth-building process,” Genuardi said.

The rollout of the business is an example of how women continue to push into the wealth management industry. This news service has commented about such issues here.