Rich & Sassy Wealth Strategies
New York advisory firm pairing institutional-grade IPO and exit strategy with philosophical counseling for founders navigating liquidity events.
What it is
Rich & Sassy Wealth Strategies (RSWS) is a founder-owned advisory firm launched by Cece Leung, a former Big Four and Wall Street CFO with a string of IPOs behind her. It pairs institutional-grade exit and IPO strategy with philosophical counseling — helping founders work through who they are once the deal closes, not just how much it pays. The firm also runs QiRetreat, an invitation-only expedition in Guangdong, China.
Who it's for
Founders heading into or just out of a liquidity event who have a financial exit plan but no emotional one, and who want their post-exit portfolio and identity sized to how they actually want to live.
Why it's better
- •Pairs technical exit strategy with philosophical counseling — almost no bank or advisory firm touches the identity side of a sale.
- •Built by a founder who lived the emptiness of hitting every number and waking up rich and unsatisfied.
- •The Sleep-at-Night Portfolio approach sizes risk to your actual tolerance, not a formula.
- •QiRetreat gives leaders physical distance from the machine to examine how they actually want to live.
Heard on AI for Founders
Rich & Sassy Wealth Strategies was featured in an episode of the AI for Founders podcast. Hear the full conversation.
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