“If you ask most women who inherited or earned their wealth, their biggest fear isn’t losing money, it’s being misunderstood.”

Susan Jones didn’t come from wealth management.
She came from tax law & estate planning.
Years of helping clients build charitable vehicles, pass on their wealth, and navigate the IRS.

But what she noticed over time was simple:
People didn’t just need technical planning.
They needed coaching.
They needed clarity.
And they needed someone who could explain things like a human.

So she left the big firm.
Teamed up with two other women.
And launched Sorelle Wealth Partners, a firm built to serve high-net-worth families with deep planning, values-based conversations, and zero condescension.

They work with couples, widows, business owners, and multi-gen families.
But what makes them different is how they start every conversation:
Not with a balance sheet.
But with a question about values, goals, and legacy.

Here’s what we covered in this episode:

>How Susan transitioned from law to wealth advising
>The tools they use to connect values and investment choices (like Orion’s B520)
>Why most firms overcomplicate charitable planning — and how to simplify it
>The difference between private foundations and donor-advised funds (and why most clients should use both)
>How to structure giving plans that actually get used
>What women want from their advisors — and how most firms still miss it
>How Zoom has unlocked access to quality planning for clients across the country
>Why growing slowly, intentionally, and with “enough” in mind is their guiding principle

If you’re building a modern firm, or helping clients navigate transitions, this one is packed.

Here’s Susan Jones of Sorelle Wealth Partners.
Lawyer. Advisor. Founder.
And someone who’s rewriting the script on what good advice should feel like.

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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.

Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.

Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.

We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.

Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.