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T he
Sipping Wealth
Way!
Embrace the Wealth of Possibilities
At Sipping Wealth, we guide you on your journey to discover what true wealth means for you. We help you chart a course for success that isn't just about accumulating riches, but about living your dream life. Your goals and dreams are unique, and we believe your financial strategy should be too.
A Guided Path to Financial Success
Our mission is to assist you in taking control of your future, building generational wealth, and ensuring the future is firmly in your hands. We do this by providing tools and guidance that empower you to protect your family and your money, establishing a strong financial foundation.
Strategies Tailored for You
Our strategies are rooted in understanding you and your goals and creating a financial plan that works for you. Whether it's achieving financial independence, buying a home, or planning for retirement, our personalized strategies help you take control of your financial destiny.
Specializing in:
Accounting ● Tax Resolution ● Financial Strategies
Meet Our Founder
Wadelene Charles
Wadelene Charles is a Senior Tax Accountant
at Strategic Tax Accountants, IRS Enrolled Agent
a Wealth Coach & Educator, Part Owner & Chief Financial Officer of JWI Developments, and a 215 Health and Life Insurance license holder.
With over 13 years of experience
in the financial industry and a strong passion for helping people achieve financial wellness, Wadelene Charles founded Sipping Wealth.
Her vision was to create a platform that offered financial advice and empowering individuals to live their best lives.
Through her innovative and compassionate approach to financial planning, Wadelene has helped countless clients redefine wealth and take control of their financial future.
