Women & Wealth

Your financial future,
on your terms.

A dedicated resource for women navigating wealth, retirement, and life’s transitions, with practical guidance to help you move forward with confidence.

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The reality

Building wealth looks different for women.

Your financial plan should reflect the experiences, responsibilities, and decisions that shape your life. A fiduciary asset manager can help bring those priorities into focus.

$30T

Wealth transferring to women by 2030

The Great Wealth Shift is underway.

Bank of America Global Research
85¢

Women still earn 85 cents for every dollar men earn

Closing the gap starts with a plan.

Pew Research Center, 2024
41%

Of women wish they invested more

The biggest regret is not starting sooner.

Merrill Lynch Study
Start where you are

What brings you here?

Choose the situation that feels closest to your own. Use the arrow to explore questions worth considering.

Preparing for retirement

Building a plan for the next chapter with confidence and clarity.

You may be thinking about:
  • Will I have enough to retire when I’m ready?
  • Will my income last throughout retirement?
  • How should I coordinate Social Security, investments, and other income sources?
  • How can I prepare for taxes and healthcare costs in retirement?
  • What steps can I take today to help protect my lifestyle and financial independence in the future?

Recently widowed

Financial decisions, beneficiary reviews, taxes, and a new plan.

You may be thinking about:
  • What financial tasks need immediate attention after losing a spouse?
  • Should I review and update beneficiaries, accounts, and estate documents?
  • How might my taxes, Social Security, or income change?
  • What financial decisions can wait, and which should be addressed now?
  • How do I create a financial plan for this next chapter of life?

Divorce or major change

Organizing assets and building financial confidence independently.

You may be thinking about:
  • Where do I start financially after a divorce or major life transition?
  • How should I update my financial plan, accounts, and beneficiaries?
  • What steps can I take to regain confidence in my financial future?
  • How do I balance my immediate needs with long-term goals?
  • What financial decisions are most important to make first?

Caring for family

Balancing your goals with caregiving and long-term-care planning.

You may be thinking about:
  • How can I support my loved ones without jeopardizing my own financial future?
  • What should I know about long-term care planning and costs?
  • How do I balance caregiving responsibilities with retirement planning?
  • What financial resources or benefits may be available to my family?
  • How can I prepare for future healthcare needs while maintaining flexibility?

Receiving an inheritance

Taking time, avoiding rushed decisions, and building a thoughtful strategy.

You may be thinking about:
  • What should I do first after receiving an inheritance?
  • How can I honor my loved one’s wishes while making thoughtful financial decisions?
  • Should I invest, save, pay off debt, or do a combination of all three?
  • What tax considerations should I be aware of?
  • How can I make this inheritance support my long-term goals?

Managing finances alone

Plain-English guidance for investing, planning, and next steps.

You may be thinking about:
  • Am I making the right financial decisions on my own?
  • How should my investments be structured for my goals and comfort level?
  • What financial priorities should I focus on right now?
  • How can I feel more confident and informed about my finances?
  • What steps can I take today to improve my long-term financial security?

What our clients say

Personal service starts with listening.

“Gather isn’t your typical investment management firm. They take time to truly sit with you and listen to your goals.”

Robin D.8/5/2026

“Gather isn’t your typical investment management firm. They are comprised of small business owners, community supporters, and investment experts. They take time to truly sit with you and listen to your goals.

Gather’s mission is to simplify the complex and turn your financial goals into actionable plans, and their three partners (with over 60 years combined experience!) are dedicated to guiding you through every step. They’re more than just advisors – they’re fiduciaries, meaning their priority is your best interest and helping you succeed.

Thanks for the support, Gather, we appreciate you!”

Statement provided 8/5/2026 by a client.

“The team takes time to understand what’s important to me and then periodically checks in on my short, medium, and long-term goals.”

Rebecca F.8/31/2026

“GatherWealth brings ease into my nervous system about a part of my life that otherwise would leave me feeling unsure and anxious. The team takes time to understand what’s important TO ME and then periodically checks in on my short, medium, and long-term goals.

When I ask questions, they are patient and truly want me to understand the options so that I can make the best decision for myself and my family. I consistently feel like the whole team is looking out for my best interests (which is an amazing and special thing these days!) and I wouldn’t put my money anywhere else.”

Statement provided 8/31/2026 by Rebecca F., who is a client.

“I am completely satisfied with and highly recommend the financial services from the GatherWealth team of Sean, Stephen, and Matt because of their top-notch professionalism and expertise.”

Tammy R.08/26/2024

“I am completely satisfied with and highly recommend the financial services from the GatherWealth team of Sean, Stephen, and Matt because of their top-notch professionalism and expertise.”

Statement provided by a client.

“I feel quite lucky to have found the Gather Team… They are personal, caring, and really follow up.”

Mona D.Excerpt

These statements were provided by clients. They may not be representative of the experience of others and are not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Real questions, real answers

Women & Wealth in action

Short, plain-English education for the questions women are already asking.

Build confidence

A few questions worth asking yourself

✓Do I know how much income I may need in retirement?
✓Are my beneficiary designations current?
✓Do I know who could make financial decisions for me if I could not?
✓Do I understand how taxes may affect my retirement income?
✓Do my investments support the goals I care about?

Stories & Insights

Women & Wealth stories

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Ready to feel more confident?

Download the Financial Confidence Checklist or book a 15-minute introductory call. No pressure, just a chance to understand what you may need.

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