We Love To Work With Women Clients, And It Shows!

Thrilled to say we were just selected to receive the Women’s Choice Award for the 4th consecutive year!

We’re thrilled and honored to share that we’ve been singled out to receive the Women’s Choice Award^® for the fourth consecutive year, spotlighting our firm’s commitment to women.

The Women’s Choice Award^® is the premier recognition award for well-qualified financial advisors who are committed to the women’s market and serving their female clients.

This recognition demonstrates our unwavering commitment to provide outstanding service to all clients, and allows us to further showcase our dedication to women and to our profession — symbolizing the integrity, knowledge and service excellence we strive to deliver to every client we serve.

In prior years, Women’s Choice Award® Financial Advisors and Firms represented less than 1% of financial advisors in the U.S.  The award is based on an exceptional customer service experience, knowledge, overall satisfaction and other criteria.

If you have family, friends or colleagues who could benefit from working with a dedicated financial advisor like us, please let us know. It would be our absolute pleasure to offer them the same level of service.

Disclosure: The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success.Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of October 2018, of the 463 considered for the Women’s Choice Award, 108 were named Women’s Choice Award Financial Advisors/Firms.