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Women & Wealth

We have developed the tools to help women clients achieve their short term and long term financial goals. We help women clients by listening to their goals, by helping them organize their financial lives and giving them a financial and investment plan that puts them in control. We do all of this through providing a learning experience that help make women feel confident they are making the right decisions for themselves and their families.

Women’s Wealth

Steps that we take to listen to our women clients:

Steps that we take to help organize women’s financial and investment life:

The Family Wealth Planning document is the first step to organize your financial and investment life:

This document acts as your financial and investment hub and is one document that can be updated at any given time and more importantly can be a guide to your family.

Another way we help you stay organized is by providing a folder with the following documents:


Women & Wealth Newsletters:

  1. Fairley, Juliette.  (2014, July 16).  Number of Women Using Financial Advisors Is Declining.  Retrieved from https://www.fa-mag.com/news/number-of-women-using-financial-advisors-is-declining-18618.html
  2. Prudential Research.  (2010 July).  Financial Experience & Behaviors Among Women.  Retrieved from http://womenmoneyandsuccessmag.com/resources/statistics
  3. Hurwitz, Matt and Tonigan, Sarah.  (2014, February 20).  Conversations about personal finance more difficult than religion and politics, according to new Wells Fargo survey.  Retrieved from http://womenmoneyandsuccessmag.com/resources/statistics




We also provide your plan and planning results online with a tool for you to use to generate your own scenarios.  Online we also provide The Vault which is an electronic safety deposit box and can be used to store all of your important files online.  The vault offers layers of digital security so that your documents are secure.

We provide an update on your Family Wealth Planning document as often as month, an update on the Goal Planning & Monitoring plan and an in person meeting either semi-annually or annually based on your preference.

Fewer than two in 10 women feel “very prepared” to make wise financial decision.  Half indicate that they “need some help,” and one-third feel that they “need a lot of help.”  2

Steps that we take to help women feel confident about the financial decisions they make:

We are available to review and educate women on the following to be sure everything is in line with their goals:

50% of women find it difficult talking with others about personal finances, versus also less confident about their investment knowledge. 3

Steps that we take to educate women about their finances and investments:



Securities offered through Raymond James Financial Services, In., Member FINRA/SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly registered.  Therefore, a response to a request for information may be delayed.  Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their application jurisdications that are not addressed on this site.  Contact your local Raymond James office for information and availability. Links are being provided for information purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.