Women Investors

yellow beach umbrella on beach

42%

of all women lack
financial security.

Source: Analysis of U.S. Census data
by Wider Opportunities for Women

We understand the challenges women face and how to help you get the answers you need.

Financial advice isn’t just for wealthy men. It’s for anyone who wants to manage their hard-earned money wisely. And while all women are unique, many face similar challenges such as time away from careers to care for family or aging parents, the likelihood of marrying later in life or finding yourself suddenly single from a divorce or outliving your spouse or partner. How you approach these things may be different. Doesn’t it make sense to be as educated and involved as possible when it comes to your finances? We think so.

We understand the challenges women face and how to help you get the answers you need to make decisions about your investments and your estate. And as your life changes, we’ll be here to help you readjust and move forward with a financial strategy designed to meet your current and future needs.

To us, each situation presents a challenge and an opportunity to make smart, pragmatic financial decisions. We’ll make sure you feel confident, educated and empowered when it comes to managing your wealth.