Sophisticated wealth management

Understanding the challenges women face and how we help

While all women are unique, many face similar challenges.

  • Experts estimate that by 2030, women will control as much as 66% of the nation's wealth.*
  • Women spend as much as 50 % more time providing care to aging loved ones than men**

How you approach these things 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 those in your care, 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 help meet your current and future needs.

Services Include

  • Planning for the stages in life
  • Navigating the world of elder care
  • The lifecycle of running a small business
  • Charitable Giving
  • Estate Planning: Wills, Trusts
  • Understanding life, disability, and long-term care insurance
  • Education in making sound investment decisions

*Source: CNBC, 19 Jan 2017

**Family Caregiver Alliance, “Caregiver Statistics: Demographics,” updated 2016

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