Women Investors
A Driving Force
Increasingly, women are exercising control over their family’s buying decisions. However, women are still underserved by our industry.
Personalized Service & Expertise
At Gallimard Advisory, our advisors understand the challenges and concerns affecting women investors. Our advisors bring deep expertise in helping to navigate life changes (career, relationships, family) that are priorities in our clients’ lives.
How We Serve Women Investors
As your career progresses, our advisors help you understand growing complexities and opportunities to optimize your earnings.
Protect your assets by maximizing tax planning strategies and avoid tax-related surprises after a life transition.
Our advisors help you navigate through life transitions including divorce or the death of a partner.
From education planning to anticipating long-term care needs for aging parents or family members, we are here to guide you.
As life expectancy for women continues to expand, so does the need for a longer retirement strategy.
Our Dedicated Team
Our advisors bring decades of sophisticated expertise managing the financial complexities of individuals and families across generations. Their backgrounds and experiences are as diverse as their clients; we have over 110 advisors across the U.S. to serve you.
Read More
View AllThere's no articles yet..