Broker Check

Why Choose the Women's Advisory Group?

Why Women?

Of course, all women are unique, but in general we earn less, save and invest less, are more conservative in our approach to investing, and are less confident about personal finance and investment decisions. We often spend time out of the workforce caring for children and/or other family members and are statistically likely to die single…never married, divorced or widowed. Surveys show that women are less satisfied with current advisory services.

While our focus is on helping women, we also help many families and male clients as well.

Our Approach & Values

To put it simply, we are women helping women. Our goal is to have a professional, competent and compassionate team of advisors uniquely qualified to serve women of all ages.

Here are Six Key Value Propositions We Provide:

  • Organization: we will help you bring order to your financial life by assisting you in getting your financial house in order.
  • Accountability: We will help you follow through with financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
  • Objectivity: We will bring insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all of the information, and managing and disclosing any of our own potential conflicts of interest.
  • Proactivity: We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential transitions that might be coming and creating an action plan necessary to address and manage them ahead of time.
  • Education: We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your position, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
  • Partnership: We want to help you achieve the best life possible and will work in concert with you, not just for you, to make this possible. We want to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission) and offer transparency around our own costs and compensation.

Trust, Honesty, Integrity, Transparency, Accessibility, Teaching, Service, Details, Teamwork, Communication, Consistency, Giving Back. We believe values matter and we live by ours every day.

As Teddy Roosevelt once said, "People don’t believe what you say until they believe that you care". We agree!

Why work with an Advisor?

With all the talk about "robo advisors", it is important to consider what an advisor brings to the table.

We get "into the weeds" of your entire financial picture to make sure that your financial resources and habits are truly aligned with your life goals. Our passion is to help.

We are willing, in fact eager, to address non-numerical financial issues — the psychology behind spending/saving challenges, next-generation financial education, family dynamics around money, health events, aging and end of life.

Would artificial intelligence know that you are getting ready to quit your job before age 65 and that extended year tax and cash flow planning is needed to qualify you for low-cost insurance through the Affordable Care Act? 

Will the computer planner know when you have a health event that generates huge medical deductions and help you create income through retirement plan distributions or capital gains to utilize those deductions, so they don’t disappear without being utilized?

Will robo planners help you if you are over age 70 to optimize your IRA charitable giving, and stay in lower tax brackets and avoid Medicare premium traps?

When you want to change careers, are considering a divorce, are diagnosed with a life-threatening illness or start to have age-related cognitive issues, will the machine counsel you through complex financial decision-making, assist in arranging help, and basically tell you,  “I’ve got your back.”?

We think you know the answer to these questions.

As a reference: If you have an interest, Vanguard Research provides a quantification of an advisor's value here: