Inspiration and Education
Managing your financial life should come from inspiration. At SBWA we partner with you to create a plan based on your highest aspirations. We also take intimidation out of the equation. While women are less confident about handling investments, studies show that they are often more successful than men when it comes to managing their portfolios.
We debunk common money myths, use straight talk regarding investments, and provide education so women can make empowered decisions. Our Private Wealth Retreat® is one example of how we do this.