Understanding the unique challenges of women and wealth
Women have always faced unique challenges. That is no less the case today. In fact, as they are experiencing longer life spans and controlling greater wealth than ever before, it’s even more challenging. The need and desire for informed wealth management advice is clear.
Our compassionate and solutions-oriented approach helps women understand, plan and ultimately take charge of their financial world—some for the first time in their lives. Our financial planning team is over 50% female, and has long focused on the perspectives women bring to the planning and investing conversations, as well as the importance of financial education as a foundation to making sound financial decisions.
Our regular “W3: Women—Well, Wealthy & Wise” events are designed to inform and educate while allowing women to benefit from the perspectives of their peers. We help them navigate the financial and legal hurdles they may face professionally when starting a business or new career, or personally during a separation, divorce or loss of a loved one.