While the basics of good financial planning are the same for both women and men, women often face particular lifestyle and economic issues that require special consideration. They are more likely to put their careers on hold to raise children and shoulder the burdens of aging parents or spouses. As a result, regardless of relationship status, women have distinct financial planning and investment needs.
Women have had enormous success accumulating wealth in the past decade and we are passionate about empowering women to take ownership of their financial management throughout all stages of their lives, regardless of marital status. We provide comprehensive financial services and expert advice, nationally, for business executives, professionals, small business owners, families and retirees. We understand that each client's needs are unique to them.
Working closely with clients is a foundation of our success. We are committed to ensuring that the unique planning needs of women are met. Whether single or married, we help our clients make financial decisions that conform to their principles, values, goals and objectives as well as those of their heirs. We welcome the opportunity to work with you.