WOMEN

We will partner with you to provide expert advice through all of life's transitions.  

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Single women, divorced women, and widows have unique financial situations that deserve special attention. Whether you are single by choice or life has thrown you a curve ball, managing your finances on your own can be a challenge.


Women are often charged with caring for loved ones–children, aging parents, spouses–in addition to balancing their second full-time jobs (i.e. demanding careers and work outside of the home). Even without these added responsibilities, finances can be hard to prioritize and master. 

 

Perhaps you are dealing with managing investments and assets for the first time, unexpectedly, or you have confidently managed for a long time, but could use an expert opinion. Regardless of why or how you are in the position to seek the help of a financial professional, we will help you gain confidence. 

 

Our commitment to our female clients is to create a plan for their finances that considers their whole lives and the unique demands they face. You can rely on us to provide the best possible guidance for your goals along with a female perspective on your situation. 


 

Our women clients often ask:

Investment Minimums-Due to the time-intensive, comprehensive, and creative work we do, new women clients typically have a certain level of complexity to their financial situations and investable assets of at least $500,000. 

 

Ready to get started? Contact us.