Contact
Let's start with a conversation.
Your first conversation with me is complimentary — a 20-minute call to talk through what you're navigating, answer initial questions, and see whether working together makes sense.
What to expect
This isn't a sales call. It's simply an opportunity for us to connect — for you to share a bit about your situation, ask any questions you have, and get a sense of whether I might be able to help.
There's no obligation and no pressure. If it seems like a good fit, we'll talk about next steps. If not, I'll do my best to point you in the right direction.
You don't need to know all the right questions before we talk. That's part of what I'm here to help with.
Who I work with
I work primarily with women navigating divorce and other major financial transitions — separation, the death of a spouse, a career change, or simply a moment when financial decisions feel bigger than they used to.
If you're looking for someone to manage a large institutional portfolio, I'm probably not the right fit. But if you're trying to understand what you have, make sense of your options, and build a plan you can actually act on — that's exactly the work I do.
Schedule a complimentary conversation
A 20-minute introductory call — no obligation, no pressure. Just a chance to talk through what you're navigating.
Schedule a Complimentary ConversationSend a message
Fill out the form below and I'll be in touch within one business day.
Breanna Rose is an Investment Adviser Representative of Legacy Wealth Management, a Registered Investment Adviser. This website is for informational purposes only and does not constitute investment, legal, or tax advice.