women wealth management

Women & Wealth Management

As women increase their wealth as a result of career advancement and entrepreneurship, a strategic approach to wealth management becomes increasingly important.

At any career stage or wealth status, it’s essential for female earners to take control of their financial wellness and ensure wealth management strategies and guidance are tailored to the unique values that women embody and embrace. In particular, the following attributes may influence women more prominently as they select their financial advisor(s) and make financial decisions.

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Melissa Santas Peterson

CFA
Partner & Chief Investment Officer, Wealth Management Practice

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