Investing for retirement can be a challenge for anyone, but women, in particular, face many unique challenges when it comes to building a proper nest egg. That’s why our practice is designed to address women-specific wealth management and investing issues. We work with a broad array of female investors who all have a unique story.

These include women who are:

• Key decision-makers in their households
• Just getting started in their careers
• Divorced, separated, or widowed
• Married breadwinners
• Married contributors

Regardless of your situation, we will:

• Help you frame your financial situation
• Speak in a language you understand
• Treat you like an equal
• Help you stay focused on what is most important to you
• Journey with you as you work toward financial independence

Did you know?

• 90% of women will be solely responsible for their financial decisions at some point during their lives.¹
• Women live longer than men – on average, about six years longer – which means their retirement savings may be challenged to withstand increased longevity.²
• Perhaps exacerbated by increased longevity, women are likely to experience significantly higher health care costs during retirement.

¹ Morningstar, “100 Must-Know Statistics About Women and Retirement,” 2021
² National Center for Health Statistics, National Vital Statistics System, Mortality, estimates based on provisional data for 2021