Independent Women

Fully half of all American workers are women, and in more than a third of households, women are the primary breadwinners. Women are likely to make further gains in the future, as nearly 60% of young adults who hold advanced degrees are women.

Women also face many unique financial challenges during their lifetime, whether single, married, partnered, divorced, widowed or retired. They typically live longer, but earn less than men. Their careers are sometimes interrupted by having and raising children, which can mean fewer Social Security benefits down the road. So it's easy to see that women need to save more and invest wisely to achieve financial independence.


Divorce can have many financial ramifications. During your marriage, you have accumulated assets as well as liabilities. We can support you in this situation by helping you evaluate and review assets and will collaborate with your other professional advisors such as your attorney or accountant. We can then help build and manage overall investment and retirement income strategies.

Loss of a Spouse / Partner

The death of a spouse also has major financial implications – and they come precisely at a time of great emotional stress. In addition to the shock and grief, there are often medical bills and funeral expenses to pay and a new reality of potentially adjusted household income. There are also many decisions to be made regarding issues such as life insurance proceeds, Social Security and the retitling of financial accounts. We can help create and manage your assets and potential new income realities, as well as your overall retirement plan.

No matter where you are in life – or if you are experiencing or have experienced one of these major life transitions – we understand your needs and concerns and have developed financial strategies specifically designed to address these challenges. We welcome the opportunity to serve you as we have all our women investors.