Women & Wealth

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.

Women Investors Face Unique Challenges

Your vision for your wealth is unique to you, and we are your advocates in achieving that vision.

Our personal approach helps us meet women wherever they are when it comes to finances. Whether you have always managed your finances, are stepping into investing for the first time, or are focused on the legacy from your success, we can help you build wealth with purpose. As women earn, inherit, and invest more wealth now, and in the coming decades, we are here to partner with you in making a plan to help your wealth power your goals.

$90T+

Global Wealth Owned by Women

Today, more women are building and growing wealth, and more women control wealth than ever before. Women investors are no longer a niche market.

67%

Women Seeking to Invest in Alignment With Their Values

Women's roles continue to expand as key financial decision makers, and they have a unique perspective on their wealth and finances. Two-thirds seek to invest in companies that align with their values

72%

Women are Concerned About Their Financial Future

Women are more likely to feel concerned about their financial future, and we are here to help close that gap.

Source

BofA Global Research: The Great Wealth Transfer: healthi-HER and wealthi-HER (March 2024)

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.

An Advocate for Your 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 Advocate

The Importance of a Plan

Longer 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 Plan

Investment Expertise to Meet Your Goals

We 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 Future

Your Values in Action

Many 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

candid photo of 1919 employees at a conference table

"When my husband passed away last year, my 1919 team was there to guide me through every aspect of a profoundly complex estate situation, providing me with a critical path that outlined actionable phases."

- Current Client

This is a current 1919 client who did not receive any compensation. To the best of 1919’s knowledge, there are no actual or perceived conflicts of interest in connection with the client’s statement.

Women & Wealth Perspectives

All Perspectives

Insights

What To Expect (Financially) When You’re Expecting

Sep 26, 2024

Starting a family is an incredible adventure, full of unpredictable moments. Taking the time to lay a strong financial foundation will allow you greater independence, flexibility, and peace of mind as you move into this new phase of life.

Insights

Mature Female Friends Socializing In Backyard Together

Investing for Inclusion: A Home Court Advantage

Insights

Women & Wealth: Expect the Unexpected

Black and white image of road winding through the hills.

Building Wealth with Purpose

We listen, we ask questions, and we develop a plan-based approach to serve the nuanced needs of women investors. The cornerstones of our firm’s foundation are independent investment research, fully customized portfolios, financial planning depth, and responsible investing.

For Responsible Investing For Investment Counsel