Work toward your financial goals.
We aspire to be an advocate of women and their finances throughout their lives. We believe in supporting women throughout their financial journey. That means providing advice that’s timely, information that’s useful, and a relationship that’s lifelong.
Amount of investable assets U.S. women are expected to control by 20301
Percent of women in the U.S. workforce2
Percent of what women in the U.S. earn compared to men3
Confidence and control are on the rise
In just two years, more women – particularly younger women – are taking control of their money.
Women expressed greater confidence and engagement managing their money in our latest Women and Wealth Insights Study. Although women still tend to start investing later and have more negative emotions regarding financial planning than men, many of these gaps are shrinking.
Build your financial power
Wherever you are on your financial journey, we have resources to support you.
According to our research, while fewer women across all age groups feel financially prepared when compared with male counterparts, 71% of women under 35 state they feel confident in their ability to manage their finances.4 We can help you expand your knowledge and take control of your financial future.
Grow your investing know-how
Understanding the type of investor you are can lead to financial empowerment.
While women may start investing later, once they start, studies show their portfolios often outperform men’s.5 We can help you understand how your portfolio can reflect your unique goals and personal values.
Plan your retirement
If you find planning for your future as you live in the present challenging, you’re not alone.
When it comes to financial management, 43% of women don’t feel confident they’ll be able to retire when they’re ready.4 We can help you make informed decisions that may make retirement planning less worrisome.
Celebrate your influence
Women play a more dynamic role in our economy than ever before.
$30 trillion is slated to change hands over the next three to four decades in the U.S., and much of this wealth transfer will be to women.1 Women are also the sole or primary income source in 40% of households,6 and own 40% of all businesses in the U.S.7