Highly successful women—business executives, business owners, and other high-income professionals—comprise a significant percentage of our clientele. And while women may not have different financial goals than men, over the years we’ve found that both our style and our approach to planning are appreciated by our female clients.
For successful women going through a life transition after divorce or the death of a spouse, careful wealth management is an important part of moving forward. Our team can assist with the many financial aspects of divorce planning to help protect your personal assets and your future. In the case of the death of your spouse, we can help guide you through the legal and financial tasks required to protect your assets so you can focus on handling the other aspects of your new situation. Working with you as your trusted financial partners, we can help you navigate the multitude of decisions and actions that must be addressed, including: