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Women & wealth

With multi-faceted roles encompassing work, family and service to communities, women are leading busier lives than ever before. Not surprisingly, they also increasingly take on the role of managing their family’s wealth and legacy. With all these responsibilities and challenges, wealthy women often benefit from having an experienced financial partner.

We have a long tradition of serving these unique needs. As a fiduciary, we listen and serve as a supportive partner and advisor, aligning your personal investment and financial plans with your life goals and needs.

Benefit from a team that understands you

For many women, wealth is more than just money—it’s about values, priorities and a financial journey that’s uniquely yours. That’s why we created Walking the Walk with Women & Wealth, a dedicated program designed to help you take control of your financial future on your terms.

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How we can help you 

Cultivating and establishing a strong partnership begins with listening and getting to know you. Our team measures and monitors your goals, risks and needs, now and into the future. This allows us to proactively adjust your plans to weather the inevitable changes that will occur throughout your life.

  • Financial planning. We'll help you create an investment, cash flow and spending plan that aligns with your short- and long-term financial goals.
  • Guidance through transitions. Marriage, starting a family, death of a spouse, caring for aging parents, selling a business, retirement—we help you prepare financially and make smart decisions through life events.
  • Tax planning. Our deep expertise helps minimize the impact of taxes on your wealth, positioning you to attain your financial or legacy goals.
  • Estate planning and wealth transfer. Our experts will provide strategies that help protect, transfer, grow and prepare your wealth for future generations.
  • Executive compensation. We'll guide you in managing equity compensation, risk management, liquidity planning, retirement planning and long-term investment management.

Services tailored to you

  • Investment management
  • Financial planning
  • Retirement planning
  • Longevity planning
  • Savings and budget planning
  • Tax mitigation strategies
  • Trust and estate planning
  • Life event planning
  • Philanthropic giving strategies
  • Sustainable investing

Your team

Your team includes:

Wealth director
Ensures you benefit from the services we provide

Relationship manager
Oversees your day-to-day needs and ensures thoughtful integration of the services we deliver

Portfolio manager
Actively manages your investments and tailors strategies based on your personal risk and return objectives and tax situation

Wealth planner
Provides estate, tax, and financial planning strategies

Trust officer
Ensures your trusts are properly administered to carry out your wishes

Philanthropic advisor
Partners with you to develop appropriate giving structures and strategies to maximize your impact

Related insights

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Talk to us today

Let us review your current situation and show you how we can partner to help you reach your financial goals.

Speak with an advisor
Speak with an advisor