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Women and Investing

Client Centered

Today, more than any time in history, women carry a tremendous amount of responsibility in their lives. They manage their households and care for their children as their own mothers did, with the added responsibility of working full time. Historically left out of the equation, we find ourselves with a new normal where women are financially educated and actively involved in the financial decision making—in addition to all of her other responsibilities to her family and career.

We recognize that when a woman has anxiety over her finances, it carries over into the other areas of her life and can affect her performance in her career, her role as wife and/or mother and even affect her health. That’s why we firmly believe in the importance of financial education and planning. The more educated she is and planning she’s done, the better prepared she feels for her financial future.

Whether we work with women who are financially independent or who are a partner in life and investing, we recognize that her financial desires and needs can be different than men.

Overwhelmingly women live longer, and their wealth needs to last longer. This is why we put a strong emphasis on planning, helping them to be prepared for the certainty of uncertainty in life.

From managing and protecting assets, planning for your future retirement, to charitable giving and leaving a financial legacy, we welcome the opportunity to meet with you and discuss how we can help.