What makes your Private Wealth Management offering different?

Margaret

We’re a Fiduciary: that means we’re required to put your interests ahead of our own. Many of the big name firms don’t.
Team: Our employees don’t look like a team from 1957 (or even like the investing industry today). Two-thirds of us identify as women and 40% are people of color.
Experience: We have decades (and decades) of industry experience in investments, compliance, and executive management including Smith Barney, Sanford Bernstein, Merrill Lynch, Citi, Financial Engines, and BNY Mellon.
Impact Investing: More than 84% of women have expressed an interest in impact investing, but just a single-digit percentage of financial advisors have discussed this with you. We’re all about investing in your values if it’s important to you. We’re even more about investing in other women, which we believe is an effective way to have a positive impact on our society and economy.