Women's Wealth
Our goal: helping women gain understanding, trust, and confidence in their financial lives.
Our Services
Our women's wealth services are designed to address the unique financial landscape that American women navigate. As leaders in business, entrepreneurs, and decision-makers in households, women play a pivotal role in shaping the economic landscape. With the majority of wealth under their influence, there's an inherent need for tailored planning and portfolio management.
While women have made remarkable strides, they continue to encounter distinctive challenges that underscore the importance of strategic financial planning. Despite their increasing influence, women often find themselves underserved by the traditional wealth management sector. We are dedicated to challenging this status quo.
Our commitment lies in providing women with comprehensive financial planning and meticulous portfolio management that acknowledges their distinct needs and aspirations. By focusing on women's wealth, we empower them to make informed decisions, harness their financial potential, and confidently navigate their financial futures. Through our dedicated services, we aim to bridge the gap and ensure that women receive the personalized attention and support they rightfully deserve.
Only about half of women feel confident about managing investments compared to more than two-thirds of men. It's time to make money conversations more common among women.
Financial Planning
Women often invest with distinct objectives in mind, such as leaving a legacy, securing retirement, supporting family endeavors, or driving social change. Crafting a tailored financial plan boosts confidence in realizing these unique aspirations.
Portfolio Management
Women make up a smaller portion of stock investors than men, yet they hold more of the wealth. That means millions of women aren’t putting their savings to work, missing out on potential gains. At Tower View, we take pride in you knowing your risk is being managed and you understand your investments thoroughly.
Financial Coaching
When it comes to financial success, it doesn’t have to be complicated. We aim to give women the support and tools they need to take control of their money and achieve their goals through one-on-one coaching.
Although the gender pay gap has been narrowing over time, it still exists — and all of that plays into how women invest. It's time to have informed conversations on your life goals.
Sophie Bradshaw
Financial Advisor
Raised by a single mother, Sophie's drive for financial independence and literacy was ignited early. Her initial role in Women's Wealth at Baird underscored the importance of financial education. With accumulated experience, Sophie's zeal to empower clients has only grown. Her belief is that fostering trust and knowledge in advisory relationships is pivotal, and she views financial literacy as the bedrock of achieving lasting financial success.