Women & Wealth
Empowerment begins here
We are dedicated to fostering open and honest conversations about money and investing, and empowering women with the knowledge and confidence to navigate these areas with ease. Take charge of your financial journey.
Here's why we're so passionate about supporting your journey:
Investing in the Stock Market
Melissa Lord, director of investment fiduciary and consulting services, briefly explains the stock market and the importance of focusing on your long-term objectives.
Women will control an estimated two-thirds of wealth in the US by the end of this decade.
Only half of women—compared to more than two-thirds of men—feel confident about managing investments.
It’s time for women to take control of their finances and live the lives they want.
Parents face financial double whammy
6 ways to save for retirement and your child’s education – at the same time
Creating a plan for incapacity
5 reasons to add a trust to your will
Do you need a will or a trust?
How women can prepare financially for caregiving
Tackling money matters with teens
5 questions to help you choose a financial advisor
From dreaming about retirement to planning for incapacity, it’s important to find an advisor that fits