March is Women’s History Month. According to a recent survey, 49% of women consider themselves to be the chief financial officer of their households, up from 41% in 2021.

Until 1974, a married woman often needed her husband’s permission to open a bank account, apply for a credit card, or sign up for a mortgage. Times have changed — but in today’s economic environment, only 64% of women say they feel financially secure, down from 72% in 2021.

The Current Landscape

By 2030, women are expected to oversee $34 trillion in the United States, about 38% of all investable assets. Women are controlling more assets and increasingly becoming the financial heads of households.

Women Have a Different Approach to Investing

Our experience has shown that women tend to have different priorities and approaches to investing. While 75% of women feel confident about balancing a checkbook, only 19% are confident about selecting investments that align with their goals.

We treat all clients as individuals first and customize our services to their unique needs. We are keenly focused on meeting women’s unique financial needs and are committed to building strong relationships with all of our clients.