Queenvest LLC: Portfolio & Retirement Strategies

You Built the Wealth. Now Design the Retirement it Needs to Support.

Decades of disciplined saving created something real and hard-won. Now it needs to be designed - into income, into flexibility, into a life that reflects what all that effort was for. That translation requires more than investment management. It requires architecture. That’s what we do.

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Serious Wealth Deserves Serious Structure.

We work with business owners and professionals with $1M+ saved who want to turn their wealth into a structured, sustainable retirement.

High-Net-Worth Individuals and Families

Coordinating income, taxes, and long-term wealth across a financial life that has outgrown simple portfolio management.

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Franchise Owners Approaching a Liquidity Event

Integrating exit planning with retirement income strategy so the proceeds land in a structure designed to last.

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Retirement Requires More Than a Portfolio Manager. It Requires a Plan.

A probability score is not a retirement plan.

The real question is whether your financial life is structured well enough that you don’t have to wonder if it will work.

That requires more than investments - it requires a coordinated approach to income, taxes, risk, and ongoing decisions.

That’s what we help you build.

A Coordinated Approach

Retirement planning works best when income, taxes, and investment decisions are designed together - not managed separately.

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Retirement Transition Planning

We design your income, tax strategy, and withdrawal plan so each decision supports the others - and your retirement works in practice.

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Investment Management

Your portfolio is managed in the context of your income needs, tax situation, and long-term plan - not in isolation.

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How We Work Together

Our Process

STEP

1

Pre-Consultation Prep (15 minutes)

Before we meet, you’ll complete a short form and watch a few quick videos so we can use our time together efficiently.

STEP

2

Consultation (45 minutes)

We’ll talk through where you are, what you’re thinking about, and the decisions in front of you.

You’ll leave with clarity on your next steps — whether we work together or not.

STEP

3

Planning Engagement (3 meetings)

If it’s a fit, we’ll build your retirement system together across three focused meetings:

Map your options (exit, income, lifestyle)
Stress test what’s realistic
Design a plan you can actually follow

STEP

4

Ongoing Work

This is where the real value is.

We continue refining, adjusting, and guiding decisions as your life and business evolve.

We’ll meet twice a year, with a quick summer check-in, and you can always reach out when questions come up or life changes.

Your Next Chapter Deserves a Plan Built for It.

The decisions made in the years surrounding retirement have a longer reach than most people anticipate, and the window to make them well is shorter than it feels. If you are within ten years of retirement or approaching a significant financial transition, we would welcome the conversation.

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Don't Take Our Word For It

Since I began working with Ruzanna, I learned exactly what I need to do to reach my financial and retirement goals. She works with me to validate that my financial decisions support my long term goals. My entire financial picture is significantly more stable which has given me an indescribable sense of security. I cannot recommend Ruzanna more highly.

~ Nancy J.

^{“This testimonial displayed reflects the experience of the current clients. No compensation was provided, and there are no material conflicts of interest that would influence the client's view of their experience with the Adviser. Individual results vary and are not indicative of all client experiences.”}

Ruzanna has exceeded our expectations regarding the support, assistance and communication she has provided us. We were comfortable asking questions and she explained things in terms we could understand. She has managed our wealth very well. We're very happy with the results.

~ Don M.

^{“This testimonial displayed reflects the experience of the current clients. No compensation was provided, and there are no material conflicts of interest that would influence the client's view of their experience with the Adviser. Individual results vary and are not indicative of all client experiences.”}

Ruzanna provides expert financial advice, encouragement and support through her very human and judgement-free way of being. I have relied on Queenvest to help grow my retirement portfolio and I am so pleased with the results.

~ Joi G.

^{“This testimonial displayed reflects the experience of the current clients. No compensation was provided, and there are no material conflicts of interest that would influence the client's view of their experience with the Adviser. Individual results vary and are not indicative of all client experiences.”}

Ruzanna asked the right questions about my financial goals and helped me come up with a well-rounded portfolio. I feel a lot more comfortable knowing i have Queenvest as an advisor and I trust their opinion and know they have my best interest in mind

~ Alexandra K.

^{“This testimonial displayed reflects the experience of the current clients. No compensation was provided, and there are no material conflicts of interest that would influence the client's view of their experience with the Adviser. Individual results vary and are not indicative of all client experiences.”}

Not Ready to Meet Yet?

If you’re still thinking things through, this short assessment will help you see how structured your current plan really is — and where gaps may exist.

Start the Assessment

You’ll walk away with a clearer sense of your next steps.