Investment Services

Women & Wealth

 

Women & Wealth

Regardless of gender, a good financial plan is one that is unique to you and the goals you set for yourself. But a financial plan that works for the man in your life may not automatically work for you. There are added factors that make certain planning elements more critical to women. There is often a need to balance care giving for children or older parents with a career and other personal commitments. Women worry about leaving a legacy, and becoming a burden to their children in the future. Some of these ‘life factors’, coupled with the concerns women tend to have when it comes to their wealth also suggests that women may choose to invest differently from men. Women have historically taken a back seat when it comes to investment decision-making. While a lack of engagement or confidence may be reasons why, often, more pressing work or family matters force financial planning conversations to be relegated. We believe with the right advice, women can confidently take charge of their financial future.