Broker Check

Women Investors

At Endeavor Wealth Management, a high percentage of our clients are female.  Whether they are married, single, or have become "suddenly single" via divorce, or death of a partner, we understand the unique needs of women investors.  

Endeavor Wealth Management realizes the importance of understanding and responding to the unique nature of the woman investor.  With the likelihood that they will live longer, combined with less time to accumulate for retirement it is more critical for women to have a well constructed plan for their investment future.  Women tend to have a more disciplined approach to investing and we have designed a process with this in mind to provide solutions to assist women in achieving their financial goals.

Typically women have less investment time and less investment capital.  It is more common for a woman to take time from her career to care for children or elderly parents, and unfortunately there is still a wage gap in our society.  In addition, women typically outlive men and 90% of women will be responsible for their finances at some point in their life.

Today women hold more than half the wealth in the United States and own 40% of America's privately held businesses.  Baby boomers stand to inherit $10 trillion in the coming years, and women will get the bulk of it as they outlive their fathers, brothers and husbands.   Yet this affluent market is underserved:  Only 20% of women investors have a financial advisor, but 70% would like to work with one. 

Women's Choice Award for Financial Advisors

Endeavor Wealth Management is proud to have received the Women’s Choice Award® for Financial Advisors for 2019 – 2020. The Women’s Choice Award® was created by WomenCertified Inc. in an effort to help women identify financial advisors and firms that provide quality service and strong commitment to their female clientele.

The award is based on rigorous research, 17 objective criteria and additional points of reference that obtain feedback regarding the advisor’s service and practices. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S.

This recognition demonstrates our commitment to all our clients but allows us to further highlight our commitment to the women investors and to our profession – symbolizing the integrity, knowledge and service excellence we strive to deliver to every client.