As women in an industry largely dominated by men, we pride ourselves on the connections and relationships we develop, grow and continuously nurture with women investors.
We are women Financial Advisors and Stockbrokers offering investment advice with an understanding of the unique needs of our women investors.
A meeting with a Financial Advisor should not feel intimidating. With us, we assure you it won't.
Not Your Father's Financial Advisor
There are very few female advisors, so if you are a woman looking to work with other women, your options are limited. We have a combined seventeen years of experience as Financial Advisors and over that course of time we have put an emphasis on educating and assisting women for financial success. We empower women to make decisions that historically, have been handled solely by men. We are changing the game.
We sit on your side of the table. Always.
We always put our clients first and to provide them with a hands-on, high-touch service. We truly consider our clients friends and treat them accordingly. We want you to feel comfortable chatting with us about not only finance, but personal issues and family dynamics that in turn affect the decisions you make with your money. It’s what made our grandfather successful and has kept our existing customers today loyal.
Let's get to know each other
Please see our Event Page for our upcoming event invitations. Women & Wealth is our annual dinner and cocktail event just for women. We gather in a casual setting to discuss serious topics. Whether it’s at a restaurant over wine and appetizers, or larger settings where other female speakers join us, the result is that conversations flow naturally. We strive to help each attendee find their path to great financial success, one woman at a time.