Our Approach to Empowering Women Through Financial Planning
Our Approach to Empowering Women Through Financial Planning
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Working with women on their financial journeys has become Sophie's passion.
Working with women on their financial journeys has become Sophie's passion.
Tower View's philosophy centers on empowerment through financial education for all clients. When working with women, Sophie draws on available research about areas where differences may exist to inform her educational approach. We recognize that women often face distinct financial planning circumstances, and we believe addressing these realities requires a more intentional approach.
The Research Behind Women's Financial Planning:
The Research Behind Women's Financial Planning:
Financial Planning
Financial Planning
Portfolio Management
Portfolio Management
Industry research shows that women often take a comprehensive approach to managing their finances, with attention to health, caregiving, education, and overall financial security. Many also prefer working with advisors who take time to understand their unique goals and provide collaborative, personalized guidance.
At Tower View, we embrace that approach. We learn your priorities, responsibilities, and life stage, then create clear strategies that bring structure and confidence to every financial decision.
Insights based on publicly available industry research.
Studies suggest that women tend to invest with long-term focus and value transparency and education throughout the process. They often seek consistent growth, thoughtful diversification, and clarity around investment decisions.
At Tower View, we prioritize that same philosophy. We build portfolios that are easy to understand, aligned with your goals, and designed to help you stay confident through changing markets.
Insights based on publicly available industry research.
Sophie Bradshaw , CFP®
Sophie Bradshaw , CFP®
Chief Wealth Officer
Chief Wealth Officer
After witnessing her mother navigate financial challenges following divorce, Sophie was inspired to pursue a career in financial services to help people through major life transitions. Sophie is dedicated to making financial concepts accessible for everyone, with particular awareness of unique challenges women may face in wealth management. She remains committed to advancing financial literacy and promoting inclusive planning practices that serve diverse client needs.
Ready to build confidence in your financial decisions?
Ready to build confidence in your financial decisions?
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