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The financial industry was set up for men, the world is ready for change.
Women have important strengths when it comes to investment planning and success including a disciplined approach, a willingness to learn, and a long-term view of risk taking1. On average women are achieving the highest absolute returns and highest risk adjusted returns compared to their male counterparts2.
In a 2021 study, approximately 67% of women are expanding their portfolios by investing above and beyond their retirement accounts, up from 44% in 20183.
Younger women are also investing earlier than previous generations and becoming more confident at taking control of their long-term financial futures.
We are here to listen. You can trust we will prioritize your personal needs and goals into a plan** that makes sense for you.
Whether it's financial independence, caring for an elderly parent, planning for college education, or leaving a legacy; you can count on us every step of the way.
**Please note that you can implement your financial plan at the financial institution of your choice.
1. Wells Fargo (2022). "Women and investing: The strengths of women investors"
2. Gender Differences in Performance at Wells Fargo Advisors, Wells Fargo Wealth & Investment Management (WIM) Analytics, July 2021. Average annual trades over a five-year period from January 1, 2016 - December 21, 2020.
3. Fidelity Investments (2021). "2021 Women and Investing Study."