How will savvy women manage their wealth?
Women have unique financial needs in different life stages, from accumulating wealth to retiring, to widowhood. In fact, many women are “double inheritors” of their parents’ and spouse’s wealth. A full 80% of American women will be solely responsible for their personal finances at some point in their lives. (New York Life). Our team’s mission is to empower women financially through each life stage.
Financial Advice for Women, by Women
We are grandparents, parents, spouses, sisters, and daughters. We are business owners, entrepreneurs, teachers, and students. We are your sounding board.
Our team brings real-world experience of investments and financial planning to the table. We are knowledgeable about investing, take time to understand your needs, and speak in plain language, not industry jargon.
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