We understand the collective impact and economic power women hold. How? As a firm founded and led by women, we are part of that collective group. We also know some women feel lost, intimidated by investing, or left behind because of life and societal circumstances beyond their immediate control: unequal pay, career disruptions due to raising families or caregiver responsibilities, the sudden loss of a partner, etc. We can relate to you as peers and we are especially motivated to help remove the barriers and access to smart investment management and financial planning that many women have faced in the past.
Listening is our top priority; you have unique needs, strengths, and challenges and we want to spend time understanding who you are, what you’re passionate about and how your money fits into your life. As your partners, our goal is to help you see what we see: you are not afraid to sit at the table and with our support and education, you are more than capable of making smart financial decisions with confidence.