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Independent Empowered Women

Client Centered


We believe the best accessories to your stilettos are stocks. A girl can never own too many pairs of stilettos or stocks!

As women continue to shatter glass ceilings, earn more money, become the main breadwinners for their families, and run their own businesses, it is crucial that they take steps to protect their assets, both personal and business

We specialize in helping women who are in search of a female financial advisor who they can trust

We share a passion to help empower independent women to achieve their financial goals

As a women, you have financial needs that are unique to your situation and where you are on your life adventure.

Are you an empowered independent women looking for a female advisor who you can trust and who can relate to you?

Women seek our help when they are faced with various life events. Weather those events are planned or unplanned we will be there every step of the way with you. 

  • Marriage
  • Starting a new family, expecting or adopting 
  • College planning
  • Family Member Assistance
  • Business Planning
  • Buying or Selling a Home
  • Philanthropy
  • Divorce or Separation
  • Empty Nest
  • Health Concerns
  • Inherited Wealth or Investment Gain
  • Loss of a Loved One
  • Retirement
  • Single Parenthood
Facts

Facts

Women controlled $14 trillion in personal wealth

3 in 4 women are skeptical when first meeting with a financial professional 

At least 2/3 of the nation’s wealth in 2030 will be in women’s hands

Each year about 700,000-800,000 women become widows

72% of Millennial women are primary decision makers for financial planning