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, CFP®.

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.