Women & Wealth is more than an initiative for us. It's a recognition that women have specific and unique financial concerns that have historically not been met. We give the financial needs of women investors a platform.

Source
BofA Global Research: The Great Wealth Transfer: healthi-HER and wealthi-HER (March 2024)
Women & Wealth
Our team is dedicated to connecting women to unique opportunities and resources that go beyond traditional financial advisory, equipping them to take charge of their financial futures with confidence and purpose.
Women & Wealth is an extension of our core philosophy to listen and understand before advising. We are your advocate, first and foremost. We listen, we ask questions, and we seek to understand the purpose of your wealth and what keeps you up at night.
Find Your AdvocateLonger life expectancy, higher likelihood of solo living, resources spent on caregiving, and a history of under service by financial institutions are a few of the many reasons 1919 focuses on women’s wealth management needs. We consider the factors that may impact your future plans and offer solutions that we can help implement today.
Develop Your PlanWe are committed to engaging and supporting women as they create and manage wealth. We provide investment and planning resources derived from decades of experience. A dedicated team partners with you to identify your values, priorities, and short- and long-term objectives. Our ultimate goal is to help connect your wealth plans to your goals and your goals to your values.
Invest In Your FutureMany clients seek to align their investments with their personal values, as well as seeking to uplift women and underrepresented groups. Our Women & Wealth Team has created the Inclusive Investing Strategy as one way to invest in companies who are addressing biases, building better leadership teams, and being stewards for inclusion in their communities. Reach out to us to learn more.
Invest For Your Values


What brings
you here?
What Brings You Here?

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