Women & Wealth

Women are controlling more wealth and embracing their economic potential. Welcome to our unique space to learn, grow, and come into our own as female investors. 

An Advisor who will listen

Engaging a financial partner who understands you is one of the best things you can do for yourself. But finding that person can be over-whelming. After all, this is someone you’ll confide in about your personal and financial life. You deserve a lifelong partner who will listen and hear your concerns.

Working mom uses a laptop while holding her baby boy.

Founders

As more founders join start-up nation, their personal finances evolve beyond business as usual. We offer business owners tailored solutions to their most pivotal needs.

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Corporate Executives

Take the guesswork out of compensation planning. We can help you manage your awards to ensure a high likelihood of reaching personal, charitable, and legacy goals.

Low angle portrait of confidence and successful young Asian businesswoman with coffee to go, using smartphone while standing against highrise corporate buildings in financial district in the city

Emerging Wealth

Whether you’ve just made partner, got your first big promotion, or launched a fledgling venture of your own, you cherish the freedom of forging your own path. Things are falling into place. But when it comes to your personal assets, you wonder if there are things you’re missing. Have you made a personal connection with an advisor? Someone who will surface investment opportunities, help you set priorities, and make informed decisions amid your expanding lifestyle? We can help.

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Multicultural Investors

The face and hue of wealth is changing. That’s why we meet clients where they are, offering access to a broad range of resources and an equitable approach to achieving deep discovery, financial freedom, and legacy planning.

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Featured Content

Steps to Consider Before Investing a Divorce Settlement

Dissolving a union can leave you in disarray. But it’s essential to tackle tough financial questions following a divorce. It’s the first step towards rebuilding your future.

Something’s Gotta Give

How do you pick up the pieces after incalculable grief? One widow shares her inspiring story.

MacKenzie Scott’s Giving Reflected Her Values—Yours Can Too

What does it take to design a charitable giving strategy like MacKenzie Scott’s? Leading with your values.

Fostering female philanthropy

Women are an influential force in philanthropy, leading the way in our communities and around the world. Many of us find profound fulfillment in giving back—and want to be as impactful as possible. Our experts help clients navigate giving with purpose and intentionality. 

African American and Hispanic elementary age little girls are building a windmill from a water bottle during an after school science program in a public elementary school library. Students are learning science, technology, engineering, and math while working on science project together.

Do you want to help lift other women and girls?

Research shows that female investors share some universal preferences—and our direct experience tends to bear this out. Among them is helping to empower other women and girls through philanthropy or responsible investing. 

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Explore

Learn about the unique needs of women as they connect with their wealth. 

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Educate

Consider tips on becoming more financially engaged. 

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Inspire

Experience our inclusive platform for sharing passion and perspective. 

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​​Family matters

Our female clients turn to us for advice on topics that matter most and that often includes family matters. We serve as a sounding board on many fronts—ranging from passing down values, finding common ground, and cultivating the next generation as stewards of family wealth. 

Get in Touch

Our team of advisors in 20 cities are ready and able to help you wherever you are. 

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