Growing Women’s Wealth

Cerity Partners is dedicated to giving women the specialized resources, professional advice, and attention they deserve.

“

Serving and supporting women clients begins with trust. We strive to offer an environment where women feel heard, valued, and empowered."

Amy Lange

Partner

California

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I am proud to be part of our talented team serving accomplished women. The future is brighter together."

Mimi Drake

Partner & Practice Leader

Pennsylvania

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It’s always rewarding to create and sustain financial growth for other women. When you can uplift a woman, everyone benefits."

Susan Wolf

Partner

California

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Sometimes I play the teacher, and sometimes I play the cheerleader. It brings me the greatest joy to help my clients write their financial success stories."

Rita Lee

Partner

California

“

After my mom was widowed and struggling, I prioritized helping women navigating life transitions. I want to be the advisor my mother never had."

Mariella Foley

Partner

New Jersey

Women have unique life experiences, needs, and objectives. They are entrepreneurs, parents, athletes, divorcées, philanthropists, and widowers as well as creators, stewards, and inheritors of wealth. Sometimes they do not fall neatly into any of these categories or are mixtures of several.

Women’s financial planning needs are different because of

unequal pay

a longer lifespan

career breaks

lower allocations to investing

athletes’ brief peak years and a persistent pay gap

According to the U.S. Department of Labor, on average, women working full-time year-round are paid 83.7% of what men are paid. This inequity is even greater for Black and Hispanic women.

According to The Journal of the American Medical Association, women in the U.S. live about six years longer than men, so their money needs to last longer, too.

Since women often care for young children and aging parents, they have fewer years in the workforce.

Numerous studies suggest that women invest less of their income and invest less aggressively than men.

Female athletes reach peak earnings faster and retire earlier than most professionals, and despite record growth in women’s sports there is still a significant gender pay gap—making it even more important to optimize every dollar earned from NIL, endorsement, and contract income through strategic wealth management.

unequal pay

According to the U.S. Department of Labor, on average, women working full-time year-round are paid 83.7% of what men are paid. This inequity is even greater for Black and Hispanic women.

a longer lifespan

According to The Journal of the American Medical Association, women in the U.S. live about six years longer than men, so their money needs to last longer, too.

career breaks

Since women often care for young children and aging parents, they have fewer years in the workforce.

lower allocations to investing

Numerous studies suggest that women invest less of their income and invest less aggressively than men.

athletes’ brief peak years and a persistent pay gap

Sources:

“Equal Pay Day 2023: Department of Labor Initiatives Seek to Close Gender, Racial Wage Gap, Increase Equity in Federal Programs.” Department of Labor. U.S. Department of Labor, March 14, 2023

Harris, Emily. “Life Expectancy Gap Grows Between Men and Women in US.” JAMA Network. The Journal of the American Medical Association, November 29, 2023

Borden, Taylor. “Career Breaks Are Different for Women — Here’s what Happens when They Come Back.” LinkedIn Economic Graph. February 29, 2024

Fidelity Investments, 2024 Women & Investing Study

Get more than an advisor.
Get an ally.

Cerity Partners advisors provide comprehensive wealth management tailored to women’s distinct financial needs. Because your decisions in one area of your financial life impact others, we actively engage you in all aspects of your financial planning.

Most importantly, as independent advisors and fiduciaries, we are transparent about our pricing and the reasons behind our recommendations. Because we sit on your side of the table, you can trust the integrity of our advice. Whether you would like to fund your grandchildren’s college tuition, open a business, build a philanthropic legacy, or simply be more intentional about your finances, we’ll work with you at each step.

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Support During Times of Change

We support women throughout their financial lives. If you’re divorcing, widowed, or coming into wealth through inheritance or a liquidity event, we can help you navigate your new reality with confidence and clarity.

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Looking forward to
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Stephanie Bellisario

Principal

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Women’s financial planning needs are different because of

unequal pay

a longer lifespan

career breaks

lower allocations to investing

athletes’ brief peak years and a persistent pay gap

Women’s financial planning needs are different because of

unequal pay

a longer lifespan

career breaks

lower allocations to investing

athletes’ brief peak years and a persistent pay gap

Sources:

Get more than an advisor. Get an ally.

Support During Times of Change

Benefit from Our Latest Thinking

Retirement Planning for Single Women: How to Prepare

The Vintage Advantage: Collecting Luxury Goods

Where Women Should Invest $1 Million

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Stephanie Bellisario

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