ae
caution, clarity, confidence!
We weren't taught to build wealth.
But, we're our own safety nets. We know that affluence equals options ...
... and opportunities for loved ones
... and more just, equitable societies
... and "walk away" flexibility
... and whatever delights you.
You've earned professional success.
But, has your money worked as hard as you?
It should. We'll show you how.
hello ella
Ellas are first generation, high earning women.
You're confident in your capabilities and career.
Now, you're building wealth - to last.
With sound stewardship. For intentional impact.
executive ella
™
/ professional services career
Leader in law, medicine, tech or business
/ highly compensated
Earning $200K+ in salary, bonuses & equity
/ employer centered wealth
Concentration in company stock (RSUs, options)
/ focus
Advancing career, negotiating compensation, making work optional
entrepreneur ella
™
business owner /
Founder, partner, or family enterprise leader
high net worth /
Structured salary, owner draws & equity
company centered wealth /
Business valuation drives (illiquid) net worth
focus /
Smart scaling, succession planning,
profitable exit
™
wealth architecture
accredited ella
Work the rules in your favor.
Keep more of what you earn.
* Tax advantaged investments
* Real estate write-offs
* Business deductions
* Charitable giving
Tax
you earned your money.
Legacy
Wealth built to last - for family and philanthropy.
* Insurance
* Estate planning
* Trust structures
* Intergenerational wealth
You don't get what you deserve.
You get what you negotiate.
* Diversified streams of income
* Compensation negotiation
*Concentrated equity management
* Business profitability, scaling & exit
Income
Investing
Money in action. Working as smartly as you.
* High yields on cash
* Stocks, bonds & ETFs
* Real estate & REITs
* Crypto & Alternative assets
now, own your wealth. here's how.
Private
Consultations
Wealth Accelerator
Enclave™ is education in action. Confused by fragmented advice from CPAs, financial planners and attorneys? Unsure how to make money work for you? Join in community with select, high-earning peers gaining monthly momentum. We're accelerating financial freedom, supporting secure retirement, and founding generational wealth.
Ella Endowed™ takes advisor coordination off your checklist. We vet excellent advisors. Think: Tax forward CPAs. Financial planners who understand real estate and crypto as well as stocks and bonds. Estate attorneys underpinning intergenerational wealth. We structure and streamline service providers to support your wealth.
Concierge
Services
women. working. wealth.
™
Accredited Ella™ is a wealth education and integration firm - aligning advanced income, investing, tax and legacy planning strategies to confidently grow your wealth. We're advocates for high-earning women, like you. Let's talk solutions, Ella.
Collective
Workshops
Ella in Action™ online workshops are designed to identify wealth building opportunities and make real time progress toward your goals. Gather your girls. Bring your laptop. Together we learn and apply strategies to upscale income, enhance investments, ease taxes, and alleviate financial worries.
$249 Investment
Enclave™ applicants are prequalified through completion of an Ella in Action™ workshop, or by virtue of engaging a prior Ella Aligned™ private consultation.
Ella Aligned™ confidential collaboration. Trying to make sense of scattered accounts, investments and advisors? Too busy to organize it all? Simplify your finances and regain control - so money provides the peace at mind, freedom and flexibility that you deserve.
$449 Investment
Professional Career
* International tech lawyer
* Former large law firm attorney
* Corporate VP in private equity
* 25+ years investing
* Top 5% liquid net worth today
* Paid off student loans & family debt
Accumulating Net Worth
Business Owner
* 2x Founder
* 10+ yrs in business
* 25+ yrs advising entrepreneurs
Wealth Guidance
* Teaches investing to fellow millionaires
* Manages 5, 6 and 7 figure portfolios
* Optimizes for busy professional women
jo believes in ellas ... because she is one.
Now, it's your turn.
I remember the day I paid off my student loans.
And the day that I made my first $1 million.
"ellas are ambitious. anomalous. but not alone."
meet jo
aka ... "every ella"
what's my goal?
more wealthy women.
expoooonential ellas!
JoAnn Holmes ("Jo") founded Accredited Ella™ with a core objective -
Wealth that Works for Women.
let's chat, ella
hello@accrediteedella.com
@accreditedella on socials