Funny how 19 years into private practice I am still asked - why?

Why I Launched Women & Wealth Solutions you ask.

After more than three decades in financial services, I saw a pattern I couldn’t ignore: women—smart, capable, successful women—were still being talked down to or left out entirely when it came to managing money. Whether they were widows, professionals, divorcees, or caregivers, many found themselves suddenly in charge of financial decisions with little support, clarity, or confidence.

At the same time, the financial reality for women is rapidly evolving. Today, women are primary or co-breadwinners in most American households, are inheriting a growing share of generational wealth, and are launching businesses at twice the rate of men. And yet, the systems in place too often fail to meet women where they are—emotionally, logistically, or strategically—especially during life transitions.

I launched Women & Wealth Solutions to change that. Women don’t need to be rescued; they need to be respected. They don’t need someone to “take care of it”; they need someone to guide, educate, and empower them to make informed decisions at their own pace. I’ve seen the difference it makes when a woman is given the time and tools to step into her financial power—and how much peace and confidence can follow.

This mission is also personal. After turning 50, nine years ago —and losing both my parents far too early—I felt, deeply, what it means to be thrown into transition. I was lucky to have the professional knowledge and a support system to help me pause, focus, and act with intention. Many women don’t have that, and I want to be that presence for them—someone who can help quiet the noise and bring clarity when it’s needed most.

At Women & Wealth Solutions, we meet women where they are, whether they’re just starting out, rebuilding after loss, or finally ready to prioritize themselves. And yes—I still work with men too. But my purpose in launching this firm was clear: women deserve more than secondhand advice. They deserve leadership, partnership, and a financial plan that reflects their values, life, and vision.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory

Any opinion expressed in this forum are not the opinion or view of Osaic Advisory Services, LLC (Osaic Advisory) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.