• Empowering women

    to take control of their assets

Women and Wealth

Women’s financial power is greater today than it has ever been. With more women in leadership positions and staying in the workforce longer, the amount of wealth women control will only continue to grow.  We help empower women to take control of their assets and be confident making financial decisions that will give them peace of mind regarding their financial future.

Often, women’s financial management needs differ than those of men. Women have many unique challenges: living longer lifespan but often make less money than male counterparts, they may pay more in taxes if single, and for some careers can be disrupted due to family or other care needs. All of these factors can influence their ability to manage wealth and investing.

Women often worry:

  • Do I have enough saved for retirement or respond to life changes?
  • Who will take care of me as I age?
  • Will I be able to leave a legacy for future generations?

Working with an advisor can help you gain confidence in your wealth and investment decisions. We’ll assist you in crafting a personalized wealth management plan and help you prepare for all the challenges and opportunities that lie ahead of you. It’s more than a partnership—it’s peace of mind.

We ask questions, listen, and learn about all facets of your life so that we can create wealth and financial plans tailored to your unique needs. We break down next steps clearly and concisely, creating confidence in your decision-making so you can reach your goals and achieve financial security.

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  • Creating Confidence for Women in Their Investment Decisions

    We all want to feel secure in our future and confident that we are making the right financial decisions to help us achieve that security. Unfortunately, this isn’t the reality for some women. Research has shown that women typically are less confident than men when it comes to investing. Some women investors feel intimidated because [...]

  • Embrace the Stages of Widowhood Toward Your New Life

    When we suffer a loss in our life, we experience stages of grief, such as shock, anger, and eventually acceptance. Becoming a widow is a deeply emotional and stressful time for a woman, no matter whether she had time to prepare for her spouse’s death or her spouse passed suddenly. In fact, women often experience [...]

  • The Single-Person Penalty is Real. Here’s How to Protect Your Finances.

    The reality facing single people in the United States today is that it is more expensive to be single than it is to be married. For example, a single woman may end up paying hundreds of thousands of dollars more over her lifetime than that of her married counterpart when considering taxes, retirement savings, and [...]

  • What Women Should Look for in an Advisor

    Women’s financial power today is higher than it has ever been before, with estimates that women control 32% of the world’s wealth. That’s an amazing statistic considering that before 1974, women in the United States couldn’t get a credit card in their name if they were single or had to have their husband co-sign for [...]