Women and Wealth
As a woman-owned and-operated financial planning firm, we are attuned to the unique financial challenges that today’s women face. Women today are more educated and have more financial power and control than ever before in history. This also means that they must make big decisions about their wealth.
Mary Quist-Newins, assistant professor of Women's Studies at The American College, projects that by 2030, roughly two-thirds of the nation’s wealth will be controlled by women. So, while women are more financially secure than ever before, they also must learn to manage their money and ensure their financial security throughout their retirement years.
We help women investors develop strategies to protect their assets, maintain a comfortable lifestyle and ensure long-term financial independence.
Life changes and events
We help you develop sustainable financial strategies so that you can continue to live comfortably amidst changes in your lifestyle and situation.
Our compassionate, personalized approach to client relationships combined with our expertise makes us the ideal partner for widowers who must reevaluate their financial situation during a difficult time.
As an entrepreneur herself, Beata Dragovics is passionate about helping other female entrepreneurs secure their financial future and meet goals across both their business and personal lives.
Female executives and women in leadership roles
Female executives often face demanding career paths while juggling both family and childcare needs. We serve as a trustworthy partner to help our female clients in leadership roles navigate through these complex financial and personal challenges.