Women’s wealth advisory
For women, wealth planning often presents distinct challenges — like higher lifetime healthcare costs and longer life expectancy. Drawing on our extensive experience as advisors and as women, Waldron offers services tailored to the unique needs of women.
- Values-aligned wealth management
- Life transition services (divorce, widowhood)
- Comprehensive family & single house-hold planning
Women’s Wealth Advisory is by women for women. Our female advisors are dedicated to helping women embrace their potential.
A Passion For Empowering Women
- 85% of household consumption decisions are made by women
- 75% of women outlive their spouses
- 71% of millennial women invest outside their workplace plan
- 30% increase in women controlled personal wealth by 2030
common questions we can help answer
While female financial confidence is higher than ever, there are several questions that we commonly field from our female clients. Our seasoned advisors can help women take charge of their financial futures by addressing these questions and more.
- How do I balance saving and debt payoff?
- How do I choose the right financing options for my personal wealth and business?
- How do I save for my children’s education and future?
- How much should I save for retirement and in what accounts?
- When should I draw social security?
- How can I match my values to my spending and savings strategy?
- How do I build an estate plan to match my family vision?
- How do I manage my life and finances after divorce (or loss of spouse)?
- What financial considerations should a newly engaged person/newlywed think about?
- How do I prepare financially to start a family?
- How do I balance supporting aging parents and children of my own?
- Do I have the right insurances and coverage amounts?
Meet the women of Waldron
We understand that each of our female clients has unique preferences and circumstances that influence their needs. Meet our team of professionals that will work to create a customized wealth plan based on your personal situation and professional goals.
Women’s Wealth Advisory Team
Ali Swart, CFP®
Partner & Managing Director – Wealth Planning
Samantha Spitzer Sheetz, CFP®, CDFA®
Director – Wealth Planning
Lindsay Wilcox, CFP®, CTFA, CHFC®
Director- Wealth Planning
Kaleigh Price, CFP®, ChSNC®
Wealth Planning Analyst
Madison Daggett, CFP®
Investment Analyst
Sarah Veverka
Investment Associate
Melissa Lamb
Director – Client Service
Meranda Resides
Team Lead – Client Service
Darcie Biancini
Bill Pay Specialist – Family Office Services
Waldron’s Women’s Advisory
At Waldron Private Wealth, we believe that diverse perspectives and backgrounds drive innovation and deliver the best experiences for our clients. That’s why we have dedicated our focus to increasing awareness and showcasing the talent and leadership of our female advisors within the financial industry. We are implementing targeted marketing initiatives, creating branded content, and actively participating in industry and community events. By doing all this, we aim to position our firm as a top choice for both female talent and clients seeking female advisors.
guidance that begins with listening
Engaging a financial partner who takes the time to listen and understand your situation is one of the best things you can do for your financial future. While many women face similar challenges, every client, regardless of gender, has different wants and needs.
Whether you are an entrepreneur or retired, married or single, we’re ready to listen — and embrace an approach that aligns with your values.
Value-Aligned Wealth Management
Many women are committed to aligning their money with their personal values: influencing what they buy and how they invest. We can help you create a financial plan that reflects your values and seeks to deliver both a financial and social return.
Wealth Planning For Widows
Greater longevity means women are likely to experience widowhood. We help women plan for and address the emotional hardship and financial issues associated with outliving their spouse or partner.
Divorce Financial Planning
With divorce and late life/gray divorce on the rise, many women rely on our care and advice to navigate important decisions before, during, and after divorce. We’re in your corner throughout this emotionally challenging transition to get you on the path to a brighter future.
Newlywed Planning
It’s important for newlyweds to openly communicate about their finances, align their goals, and work together to achieve them. This process should start before walking down the aisle and should be tailored to each couple’s unique circumstances. We can help couples navigate the journey as they merge their personal and financial lives.
Comprehensive Family Planning
Women are frequently called upon to care for aging parents and their children. Managing the role of caregiver can be both financially and emotionally taxing. We offer bespoke services to help navigate complex family dynamic issues and bring balance back into your life.
Risk Management
Protecting your wealth — and the potential growth of your wealth — is essential to sustaining it. Unfortunately, women breadwinners tend to be underinsured. We can review your risk management strategy to help you achieve appropriate protection and peace of mind.
