As mothers, business-leaders, and innovators, women are shaping the future. But as we pour ourselves into our passions, sometimes we neglect the future of our own hard-earned dollars. It’s time for us to take action! The question is how. In honor of Mother’s Day this year,… Read More >>
It’s a marathon, not a sprint. There are many steps to consider when launching a business, not least of which is that your beloved business idea might fail. On the flip side, there is also the possibility that your business will be a tremendous success and… Read More >>
Traditionally, women have shaped the world through charitable giving and philanthropy. Nowadays, they’re still shaping the world — and making a profit while they’re at it. How? By investing in themselves and harnessing their financial power. More and more, women are applying the same entrepreneurial spirit… Read More >>
When it comes to financial guidance, the person you choose to assist you in reaching your financial goals is crucial. Whether you need to know if you have enough to retire, if your business is positioned well to sell in the near future, or you are… Read More >>
Running a marathon is the ultimate endurance test. In honor or Women’s History Month, let’s take a moment to celebrate the first woman to challenge the belief that women are too fragile for long-distance running. In 1967, Kathrine “Kathy” Switzer made history when she became the… Read More >>
With spring right around the corner, it’s time for fresh starts and new beginnings. One of the most important things you can do this spring is take a look at your retirement plan and make sure it doesn’t wither on the vine. By taking a few… Read More >>
I founded SWM as a woman-owned business in order to improve my clients’ lives in a setting that reflects their values and supports their unique money stories. This means that SWM is all about successful wealth management relationships. As an independent, boutique wealth management firm focused… Read More >>
