Women and Wealth

Harmony, Sam and Nicole

Women As The New Face Of Wealth

Helping women manage their wealth has always been near and dear to our CEO Steve’s heart and he is committed to bringing more awareness so that women can manage their wealth independently with more confidence. It seems like forever that wealth management has been dominated by men and most financial advisers being male.

Steve is proud of his female advisors to help him inspire more women and they include; Nicole who is a CPA and Certified Divorce Financial Analyst, Harmony a Certified Financial Planner™ and Samantha who will soon be a CFP® to name a few. 

Empowering Women With Financial Confidence

Our firm understands the importance of inclusivity and takes pride in empowering women through personal wealth management. Historically, the wealth management industry has done a poor job of providing services for female clients and hiring female advisors. We actively engage and educate all clients through timely, consistent information and tailor personal interests into our financial planning.

Today, women control one-third of total household financial assets in the United States. That number continues to grow and by 2030, female baby boomers are expected to control $30 trillion in financial assets. In addition, younger affluent women are financially savvy and thus making their own financial and investment decisions. These changes represent a critical shift for the financial services industry.

As of 2023, we are proud to say over 50% of our 19 professionals are women.

Bouchey Financial Group

Research Shows

Bouchey Financial Group

Wealth Rising

Women’s earnings have dramatically increased, growing by 75% compared to only 5% for men between 1970 and 2015.

Bouchey Financial Group

Understanding Finances

84% of women say that understanding their finances is a key to greater career flexibility.

Bouchey Financial Group

Improving Confidence In Investing

Only 52% of women say they are confident in managing investments.

Bouchey Financial Group

Investing Opportunities

41% of women report that their biggest financial regret is not investing more.

Source: Women and Financial Wellness: Beyond the Bottom Line, AgeWave 2018.


What I Want My Daughters to Know about Managing Money

  Written by: Harmony Wagner, CFP®, CPWA® As a mother to three young daughters, much of my time and energy is...
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Women Advisor Summit: New York City

  Our team attended Investment News' 2023 "Women Advisor Summit" in Tribeca, New York. The opening keynote speaker Mandy Gilbert...
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Top Three Financial Considerations in Divorce

Written by: Nicole Gobel, CPA, CDFA® I know from personal experience that going through divorce can be painful emotionally, mentally,...
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Webinar: Finance Tips for Women and Their Wealth

Watch our latest webinar focused on providing women with the tools they need to confidently manage their wealth. Nicole Gobel,...
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Women & Wealth

The women on our team were able to take part in a women and wealth event this past week that...
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International Women’s Day

A message from Steven Bouchey on International Women's Day Helping women manage their wealth has always been near and dear...
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Click here to read more about women’s growth in wealth management.