Understanding the challenges women investors face and how we help

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 life experiences 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.

Services Include

  • Wealth & Investment Management
  • Insurance & Annuities 
  • Tax Planning
  • Strategic Charitable Giving
  • Legacy Planning
  • Wealth Transfer 
  • Risk Management 

News & resources

How to project confidence at your next public speaking gig

How to project confidence at your next public speaking gig

With these seven moves and a little practice, you’ll come across as cool, calm and collected.
Technology & Innovation
Weave more of what you love into everyday life

Weave more of what you love into everyday life

How to mindfully incorporate your favorite things in your day-to-day.
Family & Lifestyle
In the 1920s, hemlines were thought to predict the economy

In the 1920s, hemlines were thought to predict the economy

Throughout history, select economists have used creative forecasting methods to predict booms and busts.
Family & Lifestyle
Full hands, full hearts: becoming a caregiver

Full hands, full hearts: becoming a caregiver

Caring for a spouse or parent is a love story that, like others, has obstacles to overcome.
Family & Lifestyle
Relaunching your career with a returnship

Relaunching your career with a returnship

These internship-like programs are gaining popularity for women re-entering the workforce. Learn what they're all about.
Family & Lifestyle
Double the inheritance, double the planning

Double the inheritance, double the planning

Women may be in for double the planning when it comes to managing windfalls.
Family & Lifestyle
7 tips for financially and emotionally navigating a divorce

7 tips for financially and emotionally navigating a divorce

Find practical solutions to help you navigate your divorce before, during and after you file.
Family & Lifestyle
Wise Words From Six Wildly Successful Women

Wise Words From Six Wildly Successful Women

Learn how these well-known women stay focused in a chaotic world.
Family & Lifestyle
Emergency Savings Calculator

Emergency Savings Calculator

Having adequate emergency savings can make unforeseen unemploymen...
Savings & Investments
Long-Term Care Calculator

Long-Term Care Calculator

Long-term care is needed by those who can't perform the basic tas...
Insurance
Should my spouse work?

Should my spouse work?

This calculator is designed to help you see the financial impact ...
Personal Finance

Helping women investors make the most of all life has to offer