Women make up a large percentage of our clients. Like any client, they come from varying situations and with different needs. Married, single, divorced or widowed, successful professionals or stay-at-home moms… affluent women account for much of the nation’s wealth and make many of the financial decisions in their households.
SHWM’s personal approach provides one-on-one relationships between each client and the various members of their SHWM team. We believe that open, clear communication in the manner clients prefer, along with a true understanding of each client’s needs, is the key to establishing and growing a long-term relationship.
As your Family CFO, we look closely at all aspects of your financial life – including financial plans based on your short and long-term goals, estate plans, education plans, investments and what-if scenarios. All designed to help you plan for and have comfort that – with communication and attention –your financial situation will stay on track to help you meet any challenges you may face.
Our Women of Meaning series of occasional events is designed to connect affluent women in a variety of settings, both for investment and financial education opportunities and for strictly social outings. If you’d like to know about our next event, email our marketing department.