Helping women pursue financial well-being

We have found over the years that financial well-being is key to overall well-being, and that for many women, this aspect of their lives has been underserved by the financial industry. That’s why we’re passionate about serving women, offering financial advice through the different stages of their lives. We believe that an objective, integrated approach to wealth management can make a difference in this regard, addressing important realities women face.

You may be going through a significant life transition, such as a divorce or loss of a spouse, and need help bringing your financial future into focus. Or you may be so busy shattering glass ceilings in the business world that you don’t have the energy to think about your personal finances. Whatever your situation, we can offer tailored recommendations for pursuing your important goals.

If you’ve been spending all of your time tending to your family, your aging parents, your career – everything but your own financial well-being – we are here to help put the focus back on you and your goals for the future.

Services for life’s transitions and beyond:

• Changing careers: Analyzing the effect of a job change on your financial plan and updating your goals, as well as planning for the sale or purchase of a business
• Retirement: Making the most of your income streams, including Social Security, and helping you pursue goals for travel or charitable giving
• Divorce: Helping you assess your options, define new financial goals and build a solid foundation for your financial future
• Widowhood: Guiding you along the path to financial independence through customized financial planning that reflects your priorities