Strategies for Women.

Designed by Women.

Adele Weisman has been one of our co-managers for over forty years and she spearheads a special practice geared specifically to serve the needs of women in a holistic manner.

The gender gap in financial literacy is well-documented yet women also have distinct priorities across many facets of their lives including investment choices. We not only tailor these portfolios to meet client-specific objectives but can advise on financial planning solutions around retirement, estate, tax and intergenerational wealth transfer planning.