Who We Serve:
Women

Photo of diverse coworkers sitting around a boardroom table in a meeting.

Women control more than half of the wealth in our country.

Source: New York Life Investment Management

And that number isn’t going down any time soon.

 

The control of wealth in the United States has been shifting over the years and it is expected to continue moving into the hands of women - to the tune of $30 trillion by 2030.

Plus, women face unique planning challenges - taking time out of the workforce to care for their family, a longer life expectancy than men, gender pay gaps, higher healthcare costs, and more.

Yet, only around 20 percent of all financial advisors are women.

You deserve a planning firm who can relate.

 
 
Photo of a mother reaching to pick her baby who is crawling in the grass, with two other children in the background against a tree.

Can you relate?

  • I’m too busy running my household or business to take the time to look at the finances.

  • I’m tired of my husband’s advisor not addressing my concerns.

  • Money and investments are over my head!

  • I’m worried what will happen if my spouse dies first.

  • How do I know where to start?

 We can help.

  • One of our partners is a women and understand where you are coming from.

  • We are committed to educating our clients.

  • We are here to explain and help you understand - finances are complicated and there’s a ton of jargon thrown around!

  • Everyone is an equal in our eyes and we are all on the same team - yours.

  • Our number one goal is to do whatever we can to make your financial life easier.

 

If you’re looking for someone to walk you through the complexities of financial planning, let’s chat to see if we are a good fit.

Our only ask is that you are serious about financial planning – not necessarily with us,
but with the idea that you’re going set out to accomplish this, because you can!

 
 
Photograph of Scrabble game pieces arranged to spell "Yes you can."

 

 

Who We Serve