Who We Serve

Professional women often face an income gap compared to men and also have a retirement savings gap. Well-educated and juggling family and career demands, women have unique retirement and wealth issues due to longer life expectancies and responsibilities for caring for parents, children, and partners. Our comprehensive approach considers these issues to help set the right financial course for you.

Retirees face the challenge of ensuring their assets last throughout their lifetime. Those receiving a lump-sum retirement plan distribution often need help with a retirement income plan before investing those funds for the long term. Our unique planning process explores what this new stage of life means for you before managing your money. Depending on your risk tolerance, there are income strategies available that may not require investing. If investing is appropriate, we aim to do so in the most tax-efficient and risk-averse manner necessary.

Many investors want to invest in companies that align with their values, such as empowering women and minorities and increasing sustainability. We understand how to incorporate these desires into financial planning. Key areas include investment planning and charitable planning. Business owners may also want to integrate their values into the investment options of their 401(k) or other company retirement plans.

Individuals who acquire wealth through inheritance, divorce, settlement, or lottery often need help managing their new financial situation. Effective tax planning can minimize the erosion of cash. Proper management of these assets, often gained during emotional and difficult periods, can minimize risks like divorce and spendthrift children, which can jeopardize long-term financial goals. We work with clients to enhance their financial literacy and help them understand the risks and trade-offs of their newfound wealth.If you’re ready to see if we are a good fit for you, start here.