Women + Wealth
Empower women to define what wealth means to them and build their financial foundation.
Women have been busy starting businesses and climbing the corporate ladder!
These women are often overstretched. Trying to juggle being their household manager, careers, friendships and networks – there are not enough hours in the day to handle it all.
We understand – we’ve been those women ourselves. That’s why it’s important to us to work with women to help them learn where they stand financially, give them the confidence to take control of their financial health and ability to execute a financial plan.
By 2030, women in the U.S. are poised to possess $30 trillion in assets through intergenerational wealth transfers. That’s largely because Baby Boomer women outlive their spouses by an average of 16 years, meaning wealth is often transferred to the wife before it is left to the next generation.
We are not her dad’s advisor – we’re here to work with and understand HER.
Unique financial considerations often tend to fall on the shoulders of women more often than men:
These events don’t have to cripple her financial future with the right planning. Working with a professional can ease the burden of caring these responsibilities on her own.
Understand how CAM can guide you to financial independence
What does it look like to work with CAM as a woman?
When You Take Action:
You can start your journey to financial health with these resources: