Women and Wealth
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, CPA, CDFA®; Harmony, CFP®, CPWA®; Samantha, CFP® and Catherine who passed the CFP® exam in March 2024.
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.
Research Shows
Wealth Rising
Women’s earnings have dramatically increased, growing by 75% compared to only 5% for men between 1970 and 2015.
Understanding Finances
84% of women say that understanding their finances is a key to greater career flexibility.
Improving Confidence In Investing
Only 52% of women say they are confident in managing investments.
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.
Content
Click here to read more about women’s growth in wealth management.