Women & Wealth

Capital Region Chamber: Women’s Business Council Luncheon

By Catherine Buck | May 15, 2024

Women of Excellence Luncheon 2024   Our team attended the Capital Region Chamber’s 33rd Annual Women of Excellence Luncheon last Friday, May 10th. The council honored six accomplished women for their achievements and impactful work within their careers and the community. Our team enjoyed the uplifting and engaging atmosphere and networked with attendees before the…

What I Want My Daughters to Know about Managing Money

By Catherine Buck | March 8, 2024

  Written by: Harmony Wagner, CFP®, CPWA® As a mother to three young daughters, much of my time and energy is devoted to teaching my girls the skills and principles that will help them thrive in life, ranging from how to build a piece of furniture to how to stand up for yourself. Given my chosen…

Women Advisor Summit: New York City

By Catherine Buck | November 10, 2023

  Our team attended Investment News’ 2023 “Women Advisor Summit” in Tribeca, New York. The opening keynote speaker Mandy Gilbert addressed inclusive decision making. The panels discussed a myriad of topics pertaining to leadership, authenticity, business growth and navigating tomorrow’s opportunities. They enjoyed networking with a diverse group of women who all share a passion…