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 successsful, 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
Shift 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 motion.
Working as hard 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, insurance brokers and attorneys? Join in monthly community with select, high earning peers to maintain money momentum. We're collaborating on career insights, sharing investment strategies, and accelerating financial independence.
Ella Endowed™ takes advisor coordination off your to-do list. Think: Proactive tax strategy preserving your income. Financial planners who understand property syndications and private equity as well as stocks and bonds. Estate attorneys securing intergenerational affluence. We streamline excellent advisors to support your wealth.
Concierge
Services
women. working. wealth.
™
Hey, Ella! Are you paying too much in taxes? Does your high salary or owner equity give you the flexibility to step away from work?
Do you have enough insurance if you (or your kid) has an accident? In your absence, will loved ones get bogged down in expensive probate court?
That's a lot, aaand ... You're Busy! You deserve an advocate to make sense of it all.
Accredited Ella™ is a wealth education and integration firm. We teach successful women to accelerate high income into enduring wealth - while harmonizing financial, legal, insurance and tax professionals to achieve your goals.
We've been planning for you. Let's get started!
Collective
Workshops
Ella in Action™ online workshops are designed to identify wealth building opportunities and make real time progress toward work optionality. 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™ is confidential collaboration. Earning more than ever, but unsure how to make money work for you? Planning for marriage, a little one, or elder care? Tired of herding scattered accounts and investments? Clarify your goals 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
* Paid off $100K in student loans
* 25+ years investing
* Top 5% liquid net worth today
Accumulating Net Worth
Business Owner
* 2x successful 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