The Wealth Boutique

Tonyia Cleaver is a financial advisor at The Wealth Boutique in Dallas, TX, holding a Series 66 designation with six years of industry experience. She previously worked at Edward Jones for five years and spent 14 years with KXAS-TV - NBC Universal. In addition to her advisory role, she is a licensed insurance agent focusing on life, annuity, and health products. The Wealth Boutique is a team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management with a financial-planning-led, goals-based approach that incorporates both fundamental and technical analysis.

Caroline Tanis is a financial advisor at The Wealth Boutique with seven years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Outside of her advisory role, she owns Tanis Financial Group, LLC, which offers budgeting strategy sessions, debt payoff plans, and educational courses. The Wealth Boutique is an SEC-registered advisory team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm employs a financial-planning-led, goals-based approach and uses a combination of third-party asset managers and model portfolios to deliver customized investment solutions.

Jessica Weaver is a CFP® with 16 years of industry experience and is currently part of The Wealth Boutique team in Chester, NJ. Her prior roles include positions at LPL Financial, Raymond James Financial Services, and Foran Financial Group. She is also an author of faith-based financial literature and runs a related educational course called Money Ministries. The Wealth Boutique is an SEC-registered advisory team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management through a goals-based approach that incorporates fundamental and technical analysis, utilizing third-party asset managers and custodial platform services.

Donna Cates is a financial advisor at The Wealth Boutique with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2022. Outside of advisory work, she is a certified mediator specializing in divorce financial mediation and also works as an insurance agent. The Wealth Boutique is an SEC-registered advisory team managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm provides holistic financial planning and discretionary portfolio management through a goals-based approach that incorporates fundamental and technical analysis, utilizing third-party asset managers and custodial platform services.

Denise Sandkamp is a Series 65-licensed advisor at The Wealth Boutique with one year of industry experience. Prior to joining The Wealth Boutique, she worked at Citibank and American Express. She is also the CEO and founder of Female Financial Fitness, a financial education and insurance services business. The Wealth Boutique is an SEC-registered advisory team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management through a financial-planning-led, goals-based approach that includes customized asset allocation and ongoing portfolio reviews.

Amanda Stilwell is a financial advisor at The Wealth Boutique with seven years of industry experience. She holds a Series 65 designation and has worked at AlphaStar Capital Management, LLC, Wyatt Brothers Financial, and The Assurance Group, where she also serves as District Sales Director for insurance sales. The Wealth Boutique is an SEC-registered advisory team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management using a financial-planning-led, goals-based approach with customized asset allocation and access to private funds for eligible investors.

Veronica Rodgers is a financial advisor with The Wealth Boutique in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining The Wealth Boutique, she worked at Janney Montgomery Scott and Wells Fargo Advisors. Outside of her advisory role, she owns Carnelian Wealth Solutions, where she provides life and spirituality coaching focused on helping mothers reduce stress and achieve spiritual satisfaction. The Wealth Boutique is a seven-advisor team managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management with a financial-planning-led, goals-based approach that incorporates fundamental and technical analysis.