Wealth Management For Women

Advice for Independent Women

Wisehaupt Bray is a trusted partner to women in every stage of life. Whether you are building your career, caring for aging relatives, or saving for retirement, our experienced advisors will work with you to create a personalized plan that will help give you a sense of confidence and control over your financial future. We provide clear, actionable advice to help you understand the investment opportunities available to you, so you can build a robust portfolio that supports your financial goals and aligns with your core values.

Our belief in putting others first is at the heart of all we do. We offer a keen ability to listen, communicate and support you during times of challenge and change. Through consultation and conversation, we cultivate a deep understanding of your current situation, needs and objectives. Our team is here to help you tackle complex financial issues to help create an optimal strategy for you and your family.

If you are suddenly single, through divorce or widowhood, we will restructure your financial plan and help you make informed decisions to secure your financial stability. With our help, you can navigate these changes with confidence and clarity.

We help women with:

  • INCOME PLANNING AND PROJECTION

  • PORTFOLIO MANAGEMENT

  • LONG-TERM FINANCIAL PLANNING

  • TAX AND INSURANCE PLANNING

  • SAVING FOR CHILDREN'S EDUCATION

  • PERSONALIZED INVESTMENT STRATEGIES

  • DIVORCE PLANNING

  • NAVIGATING CAREGIVING COSTS

  • RETIREMENT PLANNING

  • IMPACT INVESTING

  • CHARITABLE GIVING

  • ESTATE AND LEGACY PLANNING

Learn More

Learn more about our financial planning and investment services.

Align Your Wealth with Your Values

Experience financial guidance rooted in principles that align with your beliefs and goals. Connect with us to explore how we can support your objectives and help you make a meaningful impact.

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