Trusted & Independent Advisory Providing Personalized, Holistic, Independent Approach to Your Long-term Investment Management
"4 in 10 Women Won’t Retire Until Age 70—If At All."
ACCORDING TO 2022 EMERGING FROM THE COVID-19 PANDEMIC: WOMEN'S HEALTH, MONEY, AND RETIREMENT PREPARATIONS STUDY' FROM NEW TRANSAMERICA CENTER FOR RETIREMENT STUDIES.
Women & Families May Have Experienced:
- Wealth gap resulting in lower retirement savings
- Loss or reduced income due to caregiving
- More student loan debt
- Living longer and potentially outliving their assets
- Lack of equal pay
- Mommy-tracked in their professional careers
- Lack of access to capital in funding their businesses
How We Can Guide Your Money To Work For You
Align Money With Goals
Aligning money to support your competing financial goals and retirement.
Risk-Based Approach
Creating an investment strategy that aligns with your behavioral Risk Number® assessment.
Long-Term Discipline
Focused on long-term disciplined principles for core portfolios and income growth.
Smart Money Allocation
Strategic money allocation across tax-advantaged accounts to help you keep more money for you.
Active Tax Planning
Improving household assets and investment tax efficiency. See Sample Quarterly Report.
Cost-Efficiency
Improving cost-efficiency with exchange-traded funds (ETFs) or direct indexing options.
We Focus on Making Your Money Work Hard For You
Aligning Assets to Your Risk Number, Improving Cost and Risk Efficiency, Reducing Portfolio Tax Drag
Sample is an illustration of a hypothetical scenario. Every client situation will vary. There are no guarantees.
We Create A Holistic Investment Strategy
Helping clients have an integrated goals-based approach across all assets and accounts including 401Ks
ETFs |
Stocks |
Bond Ladders |
College 529s |
Direct Indexing |
Cash Alternatives |
Alternatives |
Retirement Lifetime Income |
Does My Portfolio Fit Me? Get a Free Portfolio Risk Analysis.
Where do I Begin?
Schedule a free meet-and-greet virtual call
WHY Personalization Matters