FEMALE INVESTORS
At Wealth Strategies Partners, we are committed to engaging with the entire family, and that means placing a strong emphasis on the women in your household.
By 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers will possess—a potential wealth transfer of such magnitude that it approaches the annual GDP of the United States 1 . Despite this, research indicates that women are often underserved in the wealth management industry. In fact, 70 percent of women switch their wealth relationship to a new financial institution within a year of their spouse’s death 2 .
At our practice, we deeply value the perspectives and contributions of female investors. We invest significant effort in understanding their unique values, goals, and priorities. Recognizing that women’s financial needs and approaches can differ from men’s, we strive to be attentive listeners, strategic planners, and supportive advisors. We are dedicated to being a reliable sounding board and partner in achieving their financial aspirations.
FEMALE INVESTORS
JOIN OUR WOMEN'S COUNCIL
Our Women's Council events are dedicated to understanding the female investor while encouraging women to take charge of their financial futures with confidence and knowledge. Each event is carefully crafted to address the unique financial needs and challenges women often encounter in today’s market. Through insightful panel discussions, workshops, and valuable networking opportunities, attendees gain access to expert advice and practical tools to enhance their financial literacy. Topics covered range from investment strategies and wealth-building tips to understanding personal finance basics. These events also serve as a platform for women to connect, share experiences, and foster a supportive community. Our goal is to provide women with the right resources, insights, and inspiration they need to confidently navigate their financial journeys, empowering them to make informed decisions and work towards financial independence.
- McKinsey PriceMetrix, 2019. PriceMetrix is an integrated data and business intelligence platform for the wealth management industry. This analysis includes US industry surveyed households with $100,000 to $10 million in personal investable assets.
- Blair Duquesnay, “Women shall inherit the power of the purse,”Financial Advisor, April 11, 2019, fa-mag.com.
CONTACT US
Get in touch.
It would be our pleasure to connect with you.
"*" indicates required fields