Planning For Women

Women have unique financial planning and investment needs and are underserved by most professional advisors. Pamela believes education is key to women achieving their long term financial goals. She aims to empower, educate and engage her clients around their money.

Women are at greater risk than men to be ill-prepared for retirement.  In general, women live longer, their careers are often interrupted to care for family concerns, and they tend to be more conservative about investing.

Pamela offers women a unique insight into the particular issues that concern them. For some, she acts as an educator-for others, a coach or mentor. For all of her clients, Pamela is a trusted partner that empowers them to take control of their wealth management.

  • Pamela offers women customized comprehensive wealth management solutions

  • Pamela listens to women who are motivated investors and do not ignore their clear preferences for how they would like to invest

  • She respects women investors whose goals are to preserve wealth, to be educated about financial decisions, and want to make a difference in their communities through charitable giving

  • Pamela understands that women have many other priorities in their lives besides investing by themselves and feels privileged to serve them as their independent investment advisor

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10 SMART FINANCIAL STEPS FOR SAVVY WOMEN

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