Thériault Wealth Management and Women
At Thériault Wealth Management, we recognize that advice is particularly important for women and their investment needs can be quite different from men. This is especially apparent with their changing role in society.
Not only are women living longer than men, which means their retirement portfolio needs to last longer, but in today’s modern family, they are often becoming the leading or sole source of income.
It is vitally important for women to recognize the substantial impact of today’s new realities on their individual situations and then apply them from financial and wealth transfer planning perspectives.
We especially value our relationship with women given the growing trends, and have a heightened focus on collaborating with women in a way that gives them confidence and knowledge regarding their financial decision-making.
Click here to learn more on the importance of women in wealth transfer and overall wealth planning.