Empowering Women Investors: Customized Financial Planning and Guidance in Melbourne, FL

At Wilmarth Private Wealth Management of Raymond James, we understand that women investors face unique financial challenges, and we're dedicated to providing the guidance and support you need to navigate these complexities. Whether you're balancing a successful career, family responsibilities, or planning for retirement, we are here to help you create a comprehensive, personalized financial plan that addresses your specific goals.

Successful businesswoman, entrepreneur, leader — at various points in your life, you've had to plan to reach your goals. And while these plans might vary, there's a common thread: proactive financial strategies that address both long-term aspirations and unexpected detours.

Women often face distinct financial challenges, whether due to longer life expectancies, career interruptions, or unplanned life changes such as divorce. At Wilmarth Private Wealth

Management, we provide a holistic approach to wealth management, recognizing the factors that set women investors apart and offering strategies to help you achieve financial independence and confidence.

The Challenges Women Investors Face — And How We Help

As a woman investor, you may experience challenges that influence your financial planning and long-term success. Whether you're planning for retirement or managing wealth, we’re here to provide solutions that account for these hurdles.

Key Challenges Women Face in Investing:

• Longer Life Expectancy: Women generally live longer than men, meaning they need a retirement plan that accounts for more years of life and healthcare costs.
• Pay Gap & Career Interruptions: Many women face income gaps throughout their lives, whether due to maternity leave, caring for family members, or working in industries with lower average pay.
• Unpredictable Life Events: Whether you face the emotional and financial challenges of divorce or widowhood, planning for these unexpected events is crucial.
• Retirement Planning: Women are often more likely to have less saved for retirement compared to men, making early and proactive retirement planning essential.

Our financial planning services help women tackle these unique challenges. We provide retirement planning, wealth transfer, investment management, and other solutions designed with your specific needs in mind.

Women’s Financial Planning

At Wilmarth Private Wealth Management, we don’t just focus on one aspect of your financial life. We take a holistic approach that considers all of your financial goals, from retirement planning to wealth accumulation and legacy building.

Wealth & Investment Management

We provide customized investment strategies that align with your goals and risk tolerance, helping you grow your wealth steadily over time. We consider factors like your lifestyle, career, and retirement aspirations to design a portfolio that works for you.

Banking & Lending Solutions

Your wealth strategy may require liquidity and financing solutions. Whether you’re purchasing a new home, business, or need personal loans, we can help you explore banking and lending options that suit your needs.

*Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.

Insurance & Annuities

Insurance is a critical part of financial planning, offering protection against unexpected events. We’ll help you explore life, disability, and long-term care insurance options to safeguard your financial well-being.

Legacy Planning & Wealth Transfer

Your financial plan should also account for how you want to transfer your wealth and legacy to future generations. We can help you craft an estate plan designed to help minimize taxes and maximize benefits for your loved ones.

Risk Management

As you build and manage your wealth, it’s essential to preserve it. Our risk management strategies are designed to minimize the impact of potential financial threats.

Your Comprehensive Partner in Financial Planning

Whether you’re saving for your children’s education, planning for a comfortable retirement, or navigating a major life transition, we’re committed to helping you make informed financial decisions. Our goal is to empower you with the tools, resources, and support necessary to plan for more — more control, more financial independence, and more of what matters most to you.

We take a collaborative approach to your financial plan, partnering with you, your CPA, and any other necessary advisors to help ensure that every aspect of your financial life is in order. At Wilmarth Private Wealth Management, we understand that women’s financial needs are as diverse as their aspirations, and we’re here to guide you every step of the way.

Why Choose Wilmarth Private Wealth Management?

At Wilmarth Private Wealth Management, we provide customized financial solutions for women investors that are tailored to your individual goals and aspirations. Here's why working with us is the right choice:

• Personalized Wealth Management: We take the time to understand your unique financial situation, ensuring that your plan is aligned with your goals.
• Experienced Financial Advisors: Our team is experienced in helping women navigate the complexities of wealth management.
• Proven Strategies for Retirement & Investment: We develop proactive strategies that help you build wealth, manage risk, and prepare for retirement with confidence.
• Long-Term Partnership: We focus on building long-lasting relationships with our clients. As your financial partner, we are here to support you as your life and financial needs evolve.

Start Your Financial Journey Today

If you’re ready to take control of your financial future and start planning for the life you want, Wilmarth Private Wealth Management is here to help. Let us guide you through the financial planning process, providing the insights and tools you need to achieve your goals.

Woman Investors FAQ

Why is retirement planning so important for women investors?

Women generally live longer than men, making it crucial to plan for a retirement that could span several decades. We focus on creating a retirement plan that addresses longevity, healthcare, and financial independence in later years.

How can I manage wealth while balancing family and career?

Our financial plans take into account the balance between career, family obligations, and personal goals. We help you set up a strategy that aligns with your lifestyle, enabling you to manage wealth without sacrificing other priorities.

What steps should I take if I’m facing a life transition, such as a divorce or widowhood?

Life transitions can significantly impact your financial situation. Our team can help you reassess your financial plan, helping to ensure that you’re making the right decisions during these challenging times.

How do I start building my legacy as a woman investor?

Legacy planning involves creating an estate plan that aligns with your wishes, helping you transfer wealth to future generations while minimizing taxes. Our team provides strategies to help ensure your legacy is secure and your values are honored.

What should I do if I want to leave a financial legacy for my children or grandchildren?

We can assist you in structuring your estate plan and trust to ensure your wealth is passed down effectively to your heirs. This includes tax-efficient strategies and charitable giving opportunities that align with your family’s values.

Contact Us

Ready to take the next step toward financial security in Melbourne, FL? Contact Wilmarth Private Wealth Management to schedule a consultation. Let's work together to build a financial plan that aligns with your goals and aspirations.

*Raymond James and its advisors do not offer tax or legal services. You should discuss any tax or legal matter with the appropriate professional.