Meet The Team
We provide tools and expertise to manage and build a happy and healthy relationship with wealth.
Molly Ward has spoken extensively about holistic financial planning and the difficulty women face when a season of life changes. To learn more about Molly and how you may engage her for your next meeting, podcast or conference, please send a request to
“Independence & Permission for High Net Worth Independent Women”, Theta Wildcats Investment Club
“What Would Bridget Jones Do?”, NextGen Women’s Group- Houston Trust Company
“The Financial Side of Divorce”,
Guide To Good Divorce
“The Birds and Bees of Money”,
Newcomers and Neighbors of Greater Houston
“The Romance of Money; How does your behavior regarding money affect your relationships?”, Galentine’s Presentation
“Not just good to know, GREAT to know… about my money.”,
Praeclarus Breakfast Club
“Women and Money: What is your relationship with money and how does your behavior regarding money affect your relationships?”
The Menninger Clinic
“Financial Planning 101”,
Brookstone Construction Company
“Financial Planning 101”,
Jackson Ryan Architects
“Financial Planning, Life and Disability Protection and Stewardship”,
St. Luke's United Methodist Church
, Mom's Group
"Spending, Saving, Giving vs. Income",
National Charity League
"Your Success Equation", Equitable Advisors, LLC LGBT Diversity Summit
Equitable Advisors, LLC Women’s Summit
Equitable Advisors, LLC 2010, 2016, 2019 State of the Branch
Equitable Advisors, LLC Elite Advisor Group
“Evolving Your Practice & Technology Integration”, 33rd Annual Agents Reinsurance Company (ARC) Meeting
“Why the Ultra Wealthy Have Life Insurance and Annuities”, Bernstein Asset Management
“Business Practices and The Use of Annuities”, Weinstein SPIRA CPA Firm
"The Financial Side of Divorce", Equitable Regents Reinsurance Company Shareholder & Best Practices Meeting
Moneytudes - Molly Ward provides insight to our earliest memories of money and how it can affect our relationships.
The Financial Side of Divorce - Molly Ward offers guidance on financial decisions around a divorce. You are not just going through it, you are going to GROW through it and be better, not bitter.
HENRY to HERO - Tate Lowe paints a picture of those who are High Earners Not Rich Yet and how to catapult them into High Earners Rich Officially.
State of the Markets - Molly and Tate explain how the previous and current quarters are being impacted by the stock market.
See Webinar Schedule Here
Interested in a free consultation*?
Ready to move forward with your individual wealth goals?
*Divorce planning does have a one-time $250 fee