WOMEN & WEALTH: FINANCIAL ADVISORS FOR WOMEN

Women & Wealth

When it comes to wealth management, women want engagement as a collaborative partner, rather than being told what to do with their money, so they can feel more in control of their wealth. Many prefer to be served by other women who can relate to them and are passionate about helping create, grow and protect their wealth.

At HoyleCohen, we get it. In fact, we’ve been on your page for a while. We created Women & Wealth – a special HoyleCohen practice designed by and for women – in 2011 to address your needs in a way that our industry had largely overlooked.

We understand that while women have common needs, each one is unique, and a one-size-fits-all approach will not work. Whether you need to support a longer lifespan, climb a higher financial hill, deal with an unexpected transition or make difficult financial decisions with confidence, we treat your wealth with the same care as our own.

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MEET THE FOUNDERS

Elisabeth Cullington
CFP^®

Co-Founder &
Partner

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MEET THE FOUNDERS

Janet Acheatel
CFP^®/ CDFA^®/ RICP^®

Co-Founder &
Senior Wealth Advisor

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EDUCATION. ADVOCACY. EXPERT ADVICE.

How We Help

As your dedicated wealth management advocate, we provide financial planning, education and impartial expert advice based on where you are now and where you want to go. Our Women & Wealth specialists use our proprietary Wealth by Design process to keep you on the path towards achieving your financial and life goals while managing your wealth with confidence and control.

Financial Planning

We take the time to discuss what is most important to you and develop a step-by-step plan that will help you meet your goals.

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Investment Management

In addition to considering your investment assets, we look holistically at all the factors and data relevant to your wealth management.

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Transition Advisory

We help you make decisions during some of life’s most challenging circumstances by providing context to help you see the full picture.

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WELCOME TO OUR FAMILY

When Women
Support Women,
Incredible
Things Happen.

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SCHEDULE A COMPLIMENTARY CONSULTATION / WEALTH MANAGEMENT FOR WOMEN

Everyone talks about trust, we prefer to listen.

LET’S HAVE A CONVERSATION

YOU’RE NOT ALONE

Insights & Inspiration

Meet 10 Amazing Women Paving the Way in Synthetic Biology

In this Forbes article, 10 women pioneers are paving the way in the field of synthetic biology

Spring Cleaning Your Finances

Check out these strategies to help declutter and organize your finances this spring.

Top 5 Financial Planning Tips for Women

In celebration of Women's Equality Day on August 26th, we asked our advisory teams to itemize some of the top financial planning items they recommend to their female clients, sisters, mothers, daughters and friends. Here are the top 5 that made the cut: Take inventory...

PLAN WELL. LIVE FULLY.

Smarter decisions. Greater possibilities.

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GIVING BACK

Expanding Our Impact

Our commitment to women includes sharing our time and resources to support worthy causes in our community. To date, we’ve raised or donated over $100,000 to a host of programs, causes and charitable organizations including many who directly support women or causes dear to them.

Find out more about the organizations we are passionate about!

WEALTH MANAGEMENT FOR WOMEN BY WOMEN

Let’s Get To
Know Each Other