Women & Wealth

Investing in Women

Women are the largest emerging market in the world. You are the breadwinners and co-breadwinners in two-thirds of American households. While you are making great strides in both your professional and personal lives, are you making the best financial decision to reach your goals?

There are many reasons you might wish to approach financial planning a little differently. As a woman, you can expect to live on your own financially a third of your adult life, so it makes sense to educate yourself on how to manage wealth wisely. We understand that women at different stages in life will have very different goals, and we’re more than capable of creating and maintaining a financial strategy that makes sense for you.

Life’s Transitions

  • Women choosing to stay at home to care for family have their own set of challenges, particularly when it comes to saving for retirement. You may not be contributing to a 401(k), b managing the household, budgets and debt. It does mean, however, that you need to be diligent about saving and investing for the next stage of your life.
  • We know, too, that college tuition rises every year, and many parents want to secure their children’s education without sacrificing their own retirement goals along the way.
  • Should you find yourself suddenly single, whether through divorce or death, we can help you adjust to your new situation and move forward. With care, support and guidance, even a shoulder to lean on, you’ll gain new confidence as you take control of your financial well-being.
  • As women near retirement, the focus will shift to a different set of considerations, including how to maximize Social Security benefits, withdrawal plans for your accumulated assets and more. In short, no matter what you’re going through, we can help.

Each situation presents an opportunity to make sound financial decisions to manage all you’ve worked so hard for. We understand the unique position you’re in, and we’re here to help you become informed and empowered when it comes to your wealth. The time to start planning is now. Our knowledgeable, experienced advisors can get you started.


Please contact Mikki Wilson if you have questions or to learn more about our services.