Women and Wealth

Women face a unique set of challenges when it comes to financial planning. They tend to live longer than men, accumulate lower lifetime earnings, and face higher healthcare costs. We take great pride in empowering women to overcome these obstacles to achieve financial wellness. 

Our Process

Now, more than ever, women are the primary breadwinner. As a result, nearly 51% of women are either the decision maker or are heavily involved in managing their family's assets.* 

  • In corporate America, 44% of companies have three or more women in their C-suite.** 
  • Women own more than 11.6 million businesses in the United States.***
  • Women control a third of the total US household financial assets - more than $10 trillion.****

Whether you are married or single, an executive or retired, our comprehensive wealth management service is tailored to you. Instead of making assumptions, we listen intently before providing powerfully-personal advice. By having a clear understanding of your goals, we are able to design a financial path that reflects you and brings confidence in your financial future.

Women and Investing

Women and Investing

Read our e-book on financial planning for women to identify potential pitfalls and begin pursuing your financial goals with confidence. 

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<p>Women on the Rise</p>

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.
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*SOURCE: eMoney ABM, Taking Control
**SOURCE: McKinsey & Company, 2019 Women in the Workplace Survey
***SOURCE: National Association of Women Business Owners, Women Business Owner Statistics
****SOURCE: McKinsey & Company, Women as the Next Wave of Growth in US Wealth Management

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