Women’s Wealth & Wellness

WOMEN’S ECONOMIC INFLUENCE IS RISING TO NEW LEVELS.

Financial Advice for Women,
by Women

Stacey Frank, Vice President, and our team of advisors
help women understand their finances and
create holistic plans for their future.

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It’s time to demystify the investment process and focus on the simple truths that matter.

Stacey FrankVP, Financial Advisor

How will savvy women manage their wealth?

Women have unique financial needs in different life stages, from accumulating wealth to retiring, to widowhood. In fact, many women are “double inheritors” of their parents’ and spouse’s wealth. A full 80% of American women will be solely responsible for their personal finances at some point in their lives. (New York Life). Our team’s mission is to empower women financially through each life stage.

Financial Advice for Women, by Women

We are grandparents, parents, spouses, sisters, and daughters. We are business owners, entrepreneurs, teachers, and students. We are your sounding board.
Our team brings real-world experience of investments and financial planning to the table. We are knowledgeable about investing, take time to understand your needs, and speak in plain language, not industry jargon.

Gain confidence in your finances. Talk to a professional.

Connect with a woman financial advisor on our team:

Stacey Frank

Vice President / Financial Advisor

Cameron Morgan

Financial Advisor

Marla Mason

CFP®

Stats

Women’s economic influence is rising to new levels, and women are important drivers of wealth and income for our families. We tend to invest less than men, even though we tend to save more. This can create disparity in long-term financial outcomes.

2014

$14t

In 2020, $21t
Women-controlled
wealth in North America.
BMO Wealth Report

51%

Personal Wealth in the U.S. controlled by women.
BMO Wealth Report

$28.7

Trillion

Inter-generational wealth set
to be inherited by women
over the next 40 years.
Forbes

Services We Provide

Covered in these areas

Loss of a Spouse

Our goal is to give you peace of mind after the death of a loved one, so that you can rest assured that your finances are in good order.

Divorce

Divorce impacts every aspect of life, ranging from parenting to living to financial arrangements.

Financial Planning

Align your money with your values, goals and relationships and bring peace of mind.

Retirement Income Planning

Be confident and keep your independence, dignity and lifestyle for the rest of your life.

Wealth Transfer

Teaching younger generations financial stewardship, transferring values and stories, ensuring a financial legacy.

Charitable Planning

Make an impact beyond your family, helping our community and the world at large.

Life Planning

Purposeful planning, help with the emotional dimensions of money, and more.

Long-Term Care Planning

Deciding whether or not to buy LTC insurance, having a plan in place for the end of life.

Paying for College

College and private education planning, for yourself, your kids and grandkids.

Speak with an expert

An initial conversation is always complimentary. We are often told that our discovery process is the best conversation about money a person has ever had.

Family Financial Album

Our financial planners guide our clients through the infinite maze of investments, taxes, budgeting, saving, estate planning, college planning, all types of insurance questions, and other planning issues.

Attend an Event

We offer a broad array of events that broaden our knowledge and experiences.

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