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Women's Window to Wealth®

Client Centered

Women's Window to Wealth® provides a new financial lens for environmentally and socially conscious women. Using the Johari Window technique, our advisors help women better understand their relationship with themselves and their finances.  Blending time-tested techniques with innovative strategies, we help financially independent women invest for impact. Let us help you visualize your legacy.

Wealth is not built or transferred in a vacuum. Each window pane helps women increase the capacity of our fiduciaries to transfer wealth while preparing heirs to receive inheritance. Amazing things happen when women join forces. Whether at the end of your rope or the top of the ladder, there is always more to master about yourself and how to make your money work for you.

View our other signature programs

Makin' Money Moves

Makin' Money Moves

An aged-based financial literacy program for younger generations.

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Black Briefcase<sup>&#174;</sup>

Black Briefcase®

 Providing Black professionals with tools that lead to financial success.

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Legacy Ladder<sup>&#174;</sup>

Legacy Ladder®

Every rung brings participants closer to the life and the legacy they envision.

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