Women + Wealth Solutions
@womenandwealthsolutions.com
Women + Wealth Solutions launched in August 2016 around the premise that as women transition through life cycles, they both need and want to work with a professional who understands their concerns, unique needs and apprehension about handling their finances. While we are proud of the growth Women + Wealth Solutions has experienced, we’re most proud of the success and results our clients have realized in their personal lives as they have overcome challenges and faced headwinds head on with our guidance and support. With dedicated focus and enriched resources, we are raising the bar for Women + Wealth Solutions with the goal of achieving success for more women than ever before. We are passionate advocates for financial literacy excited as well as prepared to serve our clients both old and new as we always have - with care, compassion, patience and utmost professionalism. Thank you for your trust in us. We hope you will choose to work, learn and move forward with us to live your best financial life. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory. For full disclosure, please visit website www.womenandwealthsolutions.com
Women + Wealth Solutions's Company Logos
Women + Wealth Solutions's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#00AF4D
Jade
0, 175, 77
146, 100, 34
100, 0, 56, 31
#F5F5F5
Wild Sand
245, 245, 245
0, 0, 96
0, 0, 0, 4
#016736
Fun Green
1, 103, 54
151, 98, 20
99, 0, 48, 60
About Women + Wealth Solutions
Women+Wealth Solutions is a financial planning and wealth management firm focused on helping women navigate their finances and life transitions with greater clarity and confidence. Established in 2006, the firm reports serving more than 200 clients and bringing over 30 years of experience. Its approach combines a personalized financial roadmap with active investment management and ongoing guidance, shaped around each client’s circumstances and goals.
Services include comprehensive or straightforward financial planning, active money management, and continuing conversations to help clients adjust their plans as life evolves. The firm also offers an Education Program, along with resources such as events, articles, podcasts, videos, and helpful tools. Women+Wealth Solutions describes itself as an advocate for financial literacy and aims to support clients with care, patience, and professionalism.
Based in Carle Place, New York, the firm serves individuals residing in New York, New Jersey, Florida, Pennsylvania, South Carolina, North Carolina, California, and Oregon. Securities are offered through Osaic Wealth, Inc., and advisory services through Osaic Advisory Services, LLC.
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Finance
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