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Money is deeply personal. Your plan should be, too.

Comprehensive financial planning and wealth management for LGBTQ+ individuals, couples, unmarried partners, and women who are primary decision-makers.

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Client Centered

When women and LGBTQ+ people have wealth, we can change the world.

Cris Caruso, BFA, CFPC 
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Stay true to your goals, and what you value most.

At Savoire Financial, we believe that people are most satisfied when their money is managed in alignment with their values.


We start by understanding what matters most to you and your vision for the future before diving into strategies. Our behavioral finance expertise helps you navigate the emotional and practical sides of money, striking that sweet spot between living well today and building lasting security for tomorrow.

ABOUT US

We support and empower our clients through intentional, education-based financial guidance and management.

WORK WITH US


Comprehensive Financial Planning

We understand the unique considerations and goals that matter to you and your loved ones. Together, we'll develop a clear roadmap that protects your interests, adapts to life's changes, and helps you move confidently toward creating your version of an exciting and satisfying life.

Asset & Investment Management

At Savoire Financial, we bring you under our care to create dynamic investment strategies and manage on your behalf so you can focus on your passions and responsibilities, adapting to capture opportunities and maintain momentum toward your long-term success.

Our clients are smart.

They believe in support to confidently build their financial futures.

We know that balancing a demanding career and full life while building toward future goals requires trusted partnership. We proudly support LGBTQ+ individuals and women in creating financial futures that authentically reflect their lives. Our personalized guidance helps you use your money confidently to fund what matters most - whether that's a business venture, supporting chosen family, or building wealth on your terms.

Let's build a plan that aligns your money with your vision for life.

“We can tell our values by looking at our checkbook stubs.”

– Gloria Steinem, journalist

“When money flows into the hands of women, everything changes.”

— Melinda Gates, philanthropist

“Most financial questions don't have one right answer - just an answer that's right for you.”

— Sallie Krawcheck, founder

“Women’s economic participation and their ownership of financial assets speeds up development, helps overcome poverty, reduces inequalities and improves children’s nutrition, health, and school attendance.” 

– The Organisation for Economic Co-operation and Development (OECD)

“The next generation of females seeks not only returns, but also purpose. They don’t just want more, they want better. This is not just about money for them. This is about meaning, connection, leaving a legacy for the next generation and making a difference in the world.”

– Anna Zakrzewski, managing director and partner, Boston Consulting Group

Female entrepreneurs and investors will put purpose close to the top of their agendas, while also prioritizing financial gains. According to BCG, 64% of women said that they factor environmental, social, and governance concerns into their investment decisions.

– Boston Consulting Group

We provide personalized guidance and comprehensive financial strategies that reflect your relationships, lifestyle, and vision for retirement. Contact Cris today.

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Maryland LGBTQ+ Chamber

Maryland LGBTQ+ Chamber

Women Advisor Summit Speaker

Women Advisor Summit Speaker

Willow Advisor For Women

Willow Advisor For Women

NGLCC Certified LBGTE

NGLCC Certified LBGTE