Women’s Wealth Connection is a bundle of services designed specifically for women and led by female advisors. Services offered through Women’s Wealth Connection combine the expertise of our financial, investment, tax and estate planning service areas to create a collaborative and comprehensive plan that meets the unique needs of women.
Through regular communication with clients, our local and highly attentive female advisors gain intimate knowledge of your personal and financial objectives, providing you with a tailored portfolio, customized resources and insights and a disciplined, data-driven approach to investing
Women’s Wealth Connection is provided through WA Asset Management. You can learn more about these solutions by visiting the WA Asset Management site.