Agate Financial Partners Launches Empowered Wealth Method to Help Female Entrepreneurs Build Lasting Wealth
Agate Financial Partners has introduced its Empowered Wealth Method, a private, application-only advisory system tailored to female entrepreneurs earning between $250,000 and $5 million in annual revenue.
The launch addresses a well-documented gap in financial planning as business success often doesn’t translate into long-term personal wealth, especially for female-led businesses in professional services.
The Empowered Wealth Method integrates five distinct components: the Women’s Wealth Compass, Prosperity Pathway, Legacy Wealth System, Financial Freedom Formula, and Ongoing Optimization. This proprietary framework combines tax-saving strategies, succession preparation, and post-exit planning, offering clients a coordinated approach that differs from traditional investment-only financi...