Comprehensive financial planning and investment management services for women.

When it comes to finances, as a woman, you may seek a unique perspective and think differently than men when working with your financial and tax advisors, estate planners and other financial professionals. You may also tend to take a different approach to your financial education, as well as life events that can impact your financial future. This is why we created the Waverly Women – a tailored offering led by our women advisors that combines the expertise of our financial, investment, tax and estate planning service areas into a specialized bundle of services just for women.

We partner with you to not only help you be more empowered, but also to reduce stress associated with your financial future so that you can achieve your goals. We get to know you and learn what your financial goals are. We help educate you, help you achieve financial security and help simplify your financial complexities. We can also work with third parties, like your attorneys, to navigate difficult legal necessities and help you avoid costly investment mistakes.