Serving the specialized needs of successful women

Half of all workers in America are women, and in more than a third of households, they are the primary breadwinners. They are building businesses and careers and taking control of their financial lives. Women are likely to make further gains, as nearly 60% of young adults who hold advanced degrees are women.

However, there are challenges unique to women. They typically live longer than men, but earn less. Their careers are often interrupted by having and raising children, which can translate into less Social Security benefits in retirement. So it’s easy to see that women need to save and invest wisely to achieve their financial goals.

A survey found that 77% of women using financial advisors are more knowledgeable about investing and two-thirds are more confident about having enough money for the future.¹ We welcome the opportunity to serve successful women. We understand their unique needs and concerns and have developed financial strategies specifically designed to address these challenges.

¹ Source: Oppenheimer Funds Inc., Women & Money, 2002