Wealth Management for Women
Effective wealth management for women makes room for the unique financial situations women face, including career breaks for caregiving and the earning gaps that can result. Longer lifespans mean retirement funds must often last longer, while the financial and emotional transition that comes with divorce or an inheritance can upend long-standing plans.
Why Specialized Private Wealth Management for Women Is Essential
As the population ages and wealth shifts into the hands of the next generation, an estimated 40% to 45% of assets will be controlled by women by 2030, according to McKinsey. Women — who live an average of about five years longer than men, per the CDC — are increasingly seeking out financial advice that understands their unique financial journey as a woman investor.
Women are more likely to experience pay gaps, time out of the workforce and solo financial decisions later in life, which can directly affect their retirement savings and overall financial security. Traditional financial planning often ignores women in the role of primary client, but Creative Planning intentionally centers women in the conversation, building a financial strategy that supports your financial future on your terms.
Comprehensive Financial Planning Services for Women Across Every Life Stage
The key to comprehensive wealth planning for women is embracing the financial crossroads that can impact long-term success. Our clients benefit from coordinated financial planning, investment management, estate planning and tax planning under one roof.
Whether you’re building wealth, navigating a career transition, preparing for retirement or managing complex family dynamics, we tailor your financial plan to your life, goals and vision of financial freedom.
A longer life expectancy requires assets that will last. With strategic retirement planning, we help you build and manage a nest egg designed to support your lifestyle throughout retirement. We work with you on savings strategies, retirement income planning and coordinating Social Security and spousal benefits, all while planning for the possibility of more years alone as a solo decision-maker.
We offer strategies to empower female founders and corporate leaders as they make financial decisions around promotions, equity compensation and starting or selling a business, as well as returning to work after a career break. Our financial advisors provide help aligning compensation, savings and investments with your broader financial goals and risk profile so that your wealth supports both your career and your life outside work.
You care about the impact your wealth can create, and we’re here to help you maximize it. We help align your investment portfolio and charitable strategies with the causes you value most so that your giving and impact investing fit seamlessly into your broader financial plan.
Creative Planning offers compassionate guidance for women navigating emotionally difficult financial transitions, such as receiving an inheritance, going through a divorce or facing widowhood. Our planning-first, nonjudgmental approach focuses on listening, clarifying priorities and helping you make decisions at a pace that feels manageable. When you’re ready, we integrate thoughtful tax planning and asset protection strategies into a comprehensive financial plan designed to support your and your family’s long-term financial well-being.
Meet Our Barron’s 2025 Top 100 Women Financial Advisors
Our Barron’s-ranked wealth managers are among the many Creative Planning advisors who serve women navigating executive careers, business ownership and complex family dynamics. They work closely with high-net-worth and ultra-high-net-worth families to craft, implement and update comprehensive financial plans that flex and adapt as circumstances change.
Meet the Creative Planning partners and wealth managers named to Barron’s 2025 Top 100 Women Financial Advisors*:
Why Partner With a Fiduciary Financial Planner for Women?
Working with a financial planner who adheres to the fiduciary standard means they’re legally and morally obligated to act in your best interests — not their own. For Creative Planning, this means every strategy and every product we recommend is designed to support your needs and long-term financial goals.
Our fee-based approach means you know what you’re paying for, supporting transparency, and our commitment to your success respects your unique perspective and financial journey. Your dedicated advisor coordinates financial planning, investment management, estate planning, tax planning and risk management as part of one integrated wealth management strategy tailored to you.
Women's Wealth Management Insights and Resources
How Women Can Build Wealth
Explore how women can build wealth through smart planning, disciplined saving, and long-term investment strategies tailored to their financial goals.
6 Investing Tips for Women
Discover investment strategies for women that support long-term goals, reduce risk, and help build lasting financial security through informed decisions.
How Women Are Financially Affected by Divorce
Divorce can significantly affect women's income, assets, and long-term financial security. Understand the key financial implications many women face.
Frequently Asked Questions About Wealth Management for Women
Ready for Comprehensive Financial Planning Services Designed for Women?
Our dedicated advisory team is standing by to lend support and help you take control of your financial legacy. We’ll work with you to clarify your goals, design a plan for financial independence and help you pursue the financial freedom and security you want for yourself and your family.
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Meet With an Advisor Near You
Find a Creative Planning location near you to connect with a wealth manager who can help you build a comprehensive wealth management strategy tailored to your needs.
