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Women with Life Transitions

“For women, financial independence is a matter of necessity.”
Carrie Schwab-Pomerantz

WWM has been working with women in life transitions since its inception.
Many women find themselves in unfamiliar territory regarding finances when an unexpected event happens: career change, divorce, being widowed, etc.

Even now, many advisors and firms in the financial industry focus almost exclusively on investment returns while offering little support and guidance regarding goals, values, and how best to utilize personal wealth.

WWM delves deeper, going beyond investments and creating an understandable framework so clients can make comfortable, confident decisions about their money.

Need more details? Contact us

We are here to assist. Ask us how.

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