Broker Check

Women Investors

Today women hold more than half the wealth in the United States and own 40% of America's privately held businesses, and there's more to come.  Baby boomers stand to inherit $10 trillion in the next few years, and women will get the bulk of it as they outlive their fathers, brothers and husbands.  The women's market is strong and getting stronger, as the greatest wealth the world has ever seen settles into the hands of baby boomer women.  Yet this affluent market is underserved:  Only 20% of women investors have a financial advisor, but 70% would like to work with one.