Women and Financial Wealth

Women and Financial Wealth

We specialize in compassionate care for single, divorced or widowed women.

Do you have enough saved if you live to be 100?

Women typically live longer than men, and they are more likely to stay single for a longer period of time after the death of a spouse. They also are staying single longer than in previous generations or choosing to raise children on their own as well.

Simply put, wealth planning for women looks different than it does for men, whether they are single, divorced, married or widowed.

We understand that women face different challenges than men do when it comes to reaching their financial goals, and the women on our team are proactive, compassionate advocates who specialize in helping our clients navigate tough decisions with expert advice and resources.

What Sets Us Apart

When we work with a family to build a wealth plan, we insist on meeting with both spouses, not just one. It’s important to our team that the plan is constructed with input from everyone involved.

Our leadership team believes in empowering women to plan their financial futures, and our Chief Wealth Management Officer specializes in working with divorcees, widows and single women to create a clear path forward so they are wholly educated about their decisions.

Ilona Friedman is a Certified Divorce Financial Analyst™ who sits on Kestra Financial’s Women Empowerment Network Advisory Council, which seeks to empower the success of female financial professionals through a dedicated support network to share strengths, talents and experiences while fostering the advancement of women in financial services. Her podcast, Cosmos and Financial Convos, was born out of a pattern she saw with many of her clients and a desire to educate as many people as possible.

Personalized Services Guide

Our tailored online tool can help you determine which financial services are best suited for you. In minutes, you will receive a personalized list of services designed to empower you to make the most informed financial decisions for you and your loved ones. Get started here.

Our Services and Specialties

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Wealth Management

Comprehensive planning that is aligned and in sync with your investment portfolio.

Business people meeting to discuss strategy and plan for business and investment.

Portfolio Management

Meet your goals by rebalancing accounts to stay in line with your risk tolerance.

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Distribution Planning

Maximize your retirement income while minimizing your investment taxes.

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Liquidity Management

We focus on publicly traded liquid markets, which allows us to reduce value disruption in market downturns.

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Estate Planning

Ensure that your legacy will be protected and your assets will be cared for according to your wishes.

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Tax Planning

Strategies designed to maximize your savings — and minimize how much you pay

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