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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.
Let's have a conversation
Women & Wealth Event Recaps
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Invest in Women: A Night of Inspiration, Connection, and Impact
As we reflect on another remarkable Invest in Women event, I am reminded of the power of shared experiences, meaningful conversations, and the strength of a supportive community. Coldstream’s commitment to fostering these connections was on full display as we gathered for an evening filled with inspiration, learning, and collaboration. The energy in the room [...] -
Coldstream Women & Wealth: Be Bold Webinar Recording
Coldstream’s Women & Wealth Group’s Invest in Women Series brings you the newest event in the series: Be Bold: Reimagining the Impossible. Hosted as a live webinar, Coldstream moderators Larissa Vidal, CFP® and Katie Quick, CFP® were joined by special guest Beth Whitman, Founder of WanderTours. From tech sales to adventure guiding, Beth has built [...] -
Embracing Empowerment: A Wealth Manager’s Perspective on Women’s Leadership
As we celebrate International Women’s Day, I find myself reflecting on the powerful moments shared at the recent Coldstream ‘Invest in Women’ event featuring Julie Larson-Green, Chief Technology Officer at Magic Leap. Surrounded by a diverse group of inspiring women, the energy in the room was palpable, fueled by the authenticity and wisdom imparted by [...] -
Life as a Venn Diagram
Our Wealth Strategy Group recently held a Women and Wealth networking event at our Bellevue office location. We gathered together to share stories, further develop relationships within the firm, and foster a better understanding of the path women face in developing their professional careers. We invited Heather Redman as our featured guest and asked her to [...]
Resources
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Celebrating Women Wealth Managers
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. Often, women’s financial management needs differ than those of men. Women have many unique challenges: they live longer lifespans but often [...] -
Life as a Venn Diagram
Our Wealth Strategy Group recently held a Women and Wealth networking event at our Bellevue office location. We gathered together to share stories, further develop relationships within the firm, and foster a better understanding of the path women face in developing their professional careers. We invited Heather Redman as our featured guest and asked her to [...] -
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 [...] -
The Financial Impacts of Divorce
Just as marriage can have a major impact on a person’s financial situation, so can a divorce. The end of a marital union typically brings lifestyle changes for each spouse. These adjustments require careful consideration and planning. Since the events of 2020, top matrimonial attorneys are seeing a 50% increase in potential client inquiries. If [...] -
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.
CONFRONTING THE SINGLE PERSON PENALTY: Empower Your Finances with Strategic Planning The reality facing single people in the United States today is that it is more expensive to be single than married. For example, a single woman may end up paying hundreds of thousands of dollars more over her lifetime than her married counterpart when [...] -
Balancing Act: Women, Work, and Wealth Management
How often do we hear the women in our lives being referred to as “superhuman?” Women have long played the role of multitasking maestros – navigating the delicate balance between career aspirations and unnoticed work at home. A 2023 study by the Pew Research Center found almost half of women in heterosexual marriages earn as [...] -
What I Learned From My Mom About Money
With Mother’s Day around the corner, we surveyed a few members of the Coldstream team to see what impact their mom had on their understanding of money as they grew up. Some of these messages are technical, while others are a lesson in the emotional aspect of finances. Larissa Vidal – Wealth Manager Larissa’s great [...] -
Embracing Empowerment: A Wealth Manager’s Perspective on Women’s Leadership
As we celebrate International Women’s Day, I find myself reflecting on the powerful moments shared at the recent Coldstream ‘Invest in Women’ event featuring Julie Larson-Green, Chief Technology Officer at Magic Leap. Surrounded by a diverse group of inspiring women, the energy in the room was palpable, fueled by the authenticity and wisdom imparted by [...]
