Women & Wealth
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…
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…