Women Investors

While every client has their own personal needs, goals and life circumstances, we keenly understand that woman face a unique set of challenges. Whether it’s time away from their careers to care for family or aging parents, finding yourself suddenly single from a divorce or outliving your spouse or partner, each of these challenges requires a personal financial plan that considers all the mitigating factors in your life. At Banyan Wealth, we believe it’s critical you’re educated and well informed on all your options when it comes to your financial health. Our team is committed to helping you get the answers you need to make decisions about your investments and your estate. And as your life changes, we’ll be here to help you readjust and move forward with a financial strategy designed to meet your current and future needs. While each situation may present a challenge, we view it as an opportunity to help you make smart, pragmatic financial decisions that will ultimately empower you to live the life you love – both today and tomorrow.

Our Woman Investor services include:

• Wealth & Investment Management
• Banking & Lending Solutions¹
• Insurance & Annuities²
• Legacy Planning
• Wealth Transfer
• Risk Management