Women and Investing

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 team is constructed to address women-specific wealth management and investing issues. We 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