About TWE
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We represent a new, needed crossroads between women and money — where talking about money, wealth, and personal finance is no longer taboo and tacky.
Why The Wealth Edit
Meet the Team Behind The Wealth Edit
Lauren Pearson, CFP ®
The Wealth Edit Owner and Cofounder
Glidepath: HEIDI
Lauren Pearson is a Certified Financial Planner™ and, in addition to her work with The Wealth Edit, runs a boutique, full-service financial firm, HighTower Somerset Advisory, in Birmingham, Alabama. Lauren has designed and crafted hundreds of financial planning scenarios in her decade-plus career in the field and is deeply committed to the clients she serves through her work.
Driven by curiosity, a love of research, and a knack for planning, Lauren’s skillset includes personal financial planning, asset allocation, portfolio construction, and charitable gifting strategies for both professionals and families. After years of drafting hundreds of plans for families, Lauren saw the deep need for women to have a space of their own to understand wealth outside the context of a traditional advisory relationship.
As important as her work is to her, her faith and her family come first in her life – her husband, Andrew, and their three smart and brave daughters are the No. 1 priority in her life. Lauren is a Georgia fan and is obsessed with philanthropy and yoga.
Emily Lassiter
The Wealth Edit Cofounder
Glidepath: PRIM
In addition to her financial advising skillset, Emily Lassiter brings to The Wealth Edit 14 years of experience as an attorney before pivoting at age 43 to help and serve women throughout their financial journeys at HighTower Somerset Advisory in Birmingham, Alabama. Emily practiced law at such firms as Walston, Wells, Anderson and Bain and, later, Robinson Adams Insurance Company (now Arthur J. Gallagher) before shifting careers in 2018.
Emily unexpectedly lost her husband in an accident in 2014, and, in the aftermath of this tragedy, sought out a support group for widows that she spoke with regularly. Over and over again, these women brought up questions regarding personal finance and wealth. Through this, Emily realized there was an unmet need for women seeking out wealth advisors who understood each woman’s individualized needs and trajectories and, in researching how to fill this void, found Lauren Pearson, her cofounder at The Wealth Edit. Their mutual passions of serving and helping women through their financial journeys pushed Emily to shift careers and for the pair to establish The Wealth Edit in 2020. Emily finds fulfillment in establishing relationships with her clients, learning about their goals and dreams, and empowering them each to craft and implement a plan to achieve their goals.
A native of Montgomery, Alabama, Emily is a graduate of both Auburn and the University of Alabama School of Law. She is a devoted parent to her two teenage daughters and enjoys traveling with them, exploring all that the world has to offer, and reading.
MARIA MOTE
Director of Communications
Glidepath: FRAN
Maria Mote serves as the Director of Communications for The Wealth Edit. She is currently attending the University of Alabama at Birmingham studying to receive her Bachelor of Science in Marketing and Master of Business Administration.
Maria was drawn to The Wealth Edit because as a young woman, she feels it is imperative for women of her generation to take responsibility for their finances and normalize conversations around money. After experiencing the loss of her brother and father at a young age, she quickly realized the importance and need for all people, especially women, to understand their personal financial situation. Maria feels that now, more than ever, women should be empowered to know how money works. She loves that The Wealth Edit is making that a reality by being accessible, relatable, and interesting!
Although she is a Birmingham native, Maria currently resides in Nashville, TN with her boyfriend, Stanton, and their pug, Flynn. She enjoys hiking, interior design, Pilates and trying new coffee in her free time, along with spending as much time as possible with her family and friends!
Our online, membership-based community educates women on how to develop a modern skillset for their personal finances. Women of all ages gather, learn, and plan their financial journey through virtual courses, weekly guest speakers, and educational content. We are the opposite of stuffy and stodgy. We are relatable, approachable, and anything but uptight.
The Wealth Edit is founded by two women, Lauren Pearson and Emily Lassiter, whose combined financial and legal experience spans across several decades. We are women, and we have studied women and the issues they care about when thinking about their lifestyle. The Wealth Edit is what we have learned, and are learning right alongside you.
Join us on our journey. We can’t wait to meet you and grow with you.
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Unlimited access to your own comprehensive toolkit to be good with money.
Take the Quiz
Unlimited access to your own comprehensive toolkit to be good with money.
Our Values
WE VALUE
YOUR AUTHENTICITY
Money is intimate but this is a place where you can be real and authenticity is valued.
WE BELIEVE IN COMMUNITY
Community is built on things we have in common. We foster meaningful connections through shared experience, friendship, community groups and events.
WE’RE COMMITTED TO YOUR EDUCATION
No question is too small or too personal. Our content is curated for you and will include outside contributors and subject matter experts.
Our Founders Have Been Featured In:
