Helping women investors make the most of all life has to offer

MEETING THE UNIQUE CHALLENGES WOMEN FACE

What happens if you need to take time away from your career for parental leave? Or to care for aging parents? What happens if you find yourself suddenly single due to a divorce? Or you outlive your partner or spouse by several years? How you approach these life experiences can have a significant impact on how you grow and protect your wealth. Doesn’t it make sense to be as educated and involved as possible when it comes to your finances? We think so.

We understand the challenges women face and how to help you get the answers you need to make decisions about your investments and your estate. As your life changes, we’ll be here to help you readjust and move forward with a financial strategy designed to meet your current and future needs. To us, each situation presents a challenge and an opportunity to make smart, pragmatic financial decisions.

SOME OF OUR SERVICES INCLUDE

  • Wealth and Investment Management
  • Risk Management, Life Insurance, Living Benefits
  • Tax Planning
  • Strategic Charitable Giving
  • Legacy Planning
  • Wealth Transfer 

Weave more of what you love into everyday life

How to mindfully incorporate your favorite things in your day-to-day.
Family & Lifestyle

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Throughout history, select economists have used creative forecasting methods to predict booms and busts.
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Full hands, full hearts: becoming a caregiver

Caring for a spouse or parent is a love story that, like others, has obstacles to overcome.
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Relaunching your career with a returnship

These internship-like programs are gaining popularity for women re-entering the workforce. Learn what they're all about.
Family & Lifestyle

Double the inheritance, double the planning

Women may be in for double the planning when it comes to managing windfalls.
Family & Lifestyle

Wise Words From Six Wildly Successful Women

Learn how these well-known women stay focused in a chaotic world.
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Emergency Savings Calculator

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Long-Term Care Calculator

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Should my spouse work?

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Personal Finance