Women on Wall Street:  The challenge of doing it all…and doing it well

Women who work on Wall Street:  the phrase conjures up images of smart, talented, busy professionals who have it all.  They are dedicated to managing their careers and balancing work and family life.  We know it’s not as easy as it seems.  Professional women face unique challenges and decisions.

Questions might include:

• Do I have the time and resources to focus on my personal financial needs?  Is this the best use of my time?
• Am I so busy making money that I haven’t looked at the big picture?
• Have I even taken care of the basics – like a will?
• How will my family be impacted if I’m unable to work?
• How much of my net worth is tied to the fortunes of my employer? 
• How do I make the best use of my restricted stock, stock options, phantom shares and the like?
• Do I understand how much risk I’m taking with my other investments?
• What are my career options?  What would be the financial impact of changing employers, off-ramping, or switching careers?

We understand these challenges.  Drawing on a clear understanding of each client’s financial and personal objectives, we develop a roadmap to help you and your family navigate through life’s events and choices.  From investment management, to tax and estate planning, to risk management, our ongoing advice is completely objective.  And just as importantly, we carefully integrate all the pieces to maximize your ability to achieve your dreams.

Women aren’t afraid to ask for directions.  Go ahead and ask us.