Did you know ...?

• 94% of women believe that most women will be personally responsible for their finances at some point in their lives.¹
• In 2023, women’s life expectancy in the U.S. is 82 years while men’s is 77 years – a five-year gap.²
• More than 1 in 3 women fears that she has not saved enough money for retirement and that she will outlive her savings.³

Investing for retirement can be a challenge for anyone, but women, in particular, face many unique challenges when it comes to building a proper nest egg. As the financial industry begins to shift, studies have begun to show that women think differently about wealth than men. Areas such as saving, budgeting, investing, retirement, and what they expect from a financial advisor are examples of this paradigm shift as women’s economic influence continues to rise.

Our practice is designed to address women-specific wealth management and investing issues. I work with a broad array of female investors who all have a unique story.  

These include women who are:
• Key decision-makers in their households
• Just getting started in their careers
• Divorced, separated, or widowed
• Married breadwinners
• Married contributors 

Regardless of your situation, we will:
• Help you frame your financial situation
• Speak in a language you understand
• Treat you like an equal
• Help you stay focused on what is most important to you
• Journey with you as you work toward financial independence

¹ Bank of America, “Women, money, confidence,” 2024
² Human Mortality Database (2023); United Nations - World Population Prospects (2022)
³ GOBankingRates, “1 in 3 Women Fears She Will Run Out of Money in Retirement,” 2023