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Why Women & Wealth?

Wall Street traditionally has been a male-dominated field. In fact, 86% of Investment Advisors are men, with an average age of 50+, so it is no surprise that women whose expertise lies in other areas may feel uneasy amidst complex calculations and long-term financial projections. Just the jargon of personal finance can be intimidating: 401(k), 403(b), fixed, variable. To someone inexperienced in the field of personal finance, it may seem like an entirely different language.

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Learn.

Educate yourself with free access to the Women & Wealth Resource Center.

Access exclusive Women & Wealth articles, videos, calculators, quizzes, and infographics with the click of a button. Knowledge is power. Enter your name and email to receive instant access.

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Simplify.

Join the Artemis Program and unlock your complimentary Personal Financial Website.

Get organized with your Personal Financial Website available via desktop or mobile and stay connected to your finances, goals, and important documents. Enter your name and email and we will set you up in one business day or less.

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Collaborate.

Become a client to receive personalized financial guidance.

We believe true collaboration achieves the best results. Using your Personal Financial Website as the hub, we work with you to create a customized financial plan to achieve your goals. Schedule a complimentary consultation today.

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The Best Time to Start Investing? Yesterday.

Forty-four percent of American women are the primary breadwinner in their house.1 Yet only 10% of women feel very confident in their ability to fully retire with a comfortable lifestyle.2

Although more women are providing for their families, when it comes to preparing for retirement, they may be leaving their future to chance.

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"Here's to strong women. May we know them. May we be them. May we raise them."

-Stacey Bendet

By Your Side Every Step of the Way

Financial planning is more than just a good idea. Research has consistently shown that people who have financial plans -- and who work with financial advisors -- save and invest far more and are nearly twice as likely to feel on track or ahead of schedule in preparing for major financial goals, such as retirement.1

While having a financial plan is important for everyone, it is especially so for women. The gender wage gap, longer life expectancies, and potential retirement funding shortfalls are just a few of the factors that underscore women's need to plan ahead. We get it. And we are here for you.

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1Insured Retirement Institute, news release, "Investors Better Prepared for Retirement, Still Lacking Financial Knowledge," August 19, 2014

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Joining the Artemis: Women & Wealth program is simple. Enter your name and email address and you will instantly unlock access to private financial videos, articles, and content. You'll receive exclusive content to your inbox, including invitations to Women & Wealth social events and training workshops. 

In addition to the program perks outlined above, Artemis clients will receive a complimentary personal financial website as part of their on-boarding package. Ask your advisor for details.

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