Women Coworkers

My practice is designed to address women-specific wealth management and investing issues.  I 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 contributors
  • Recipients of parental inheritance

We will provide the personalized guidance women need and help plan for your unique financial goals.

I would love to hear your story.

Up to 90% of women will be solely responsible for their financial decisions at some point during their lives.
Source:  National Resource for Women & Retirement Planning