Savvy Women Radio Show



Savvy Women Invest on Purpose–
Education Series Live Webinar on Wednesday, May 16th, at 12:00 p.m. Please RSVP by calling us at 760-692-5194 or by completing the online form.

Savvy Women Invest on Purpose–
Education Series Live Webinar on Wednesday, June 5th, at 12:00 p.m. Please RSVP by calling us at 760-692-5194 or by completing the online form.

Health Benefits of Wine & Chocolate-
A seminar on the Health Benefits of Wine and Chocolate. Dinner will be served. Please RSVP by calling #760-692-5192 or completing the online form.

View All


We run a Savvy Women Wealth Practice. Most of our clients are fun, engaging women who are driven to succeed both personally and professionally. They have spent most of their lives focusing on others and realize they must take more responsibility in their financial future. They don’t want to simply be told what to do they want to learn, become more engaged and accountable for their financial future. Most all of our women clients come to us with the same three concerns:
Do I have enough?
Can I make it last?
Do I have to keep helping my kids?
Click Here to Meet Our Team


The financial advice business has been around for a long time. It was basically invented by men to attract other men. But in the words of Bob Dylan, “The times they are a-changin’.” Today there are more women than men who are graduating with a college degree. More and more women are gaining access to the board rooms of major companies. More women than ever before are starting (or already own) their own businesses. Yet the way that most financial advisory businesses are run today, they still are mired in the men only philosophy. We want to help change that. Savvy Women Wealth Management  is dedicated to financial education for women. We want women to feel comfortable about investing whether the topic is about financial planning, investing for retirement, stocks, bonds, long term care or any other investment subject . We want to do so in a caring and nurturing way. We know there are a lot of women who understand and are comfortable with investing, but through our many years of experience, we know there are many women who are intimidated by this whole topic.
In either case, our purpose is to start or further your education about all financial topics. We have also heard many women say to us they do not want to ask investment related questions because they feel “stupid.” Let us assure you that there is no such thing as a stupid question if you don’t know the answer to it. The statistics tell us that women outlive men. The stats also say that about half of all marriages end up in divorce. So one way or another, the statistics tell us that most women will eventually have the responsibility of taking care of their investment decisions. That’s why we have put together our Savvy Women Invest On Purpose seminars along with an educational system we call our Proactive Wealth Process. It’s also why we educate you on investment behavioral science. Through these processes, we will educate you so even if you never have the investment decision responsibility, at least you will be comfortable with your own investments.  You will feel like a weight has been lifted off your shoulders. Savvy Up!!

As a result of working with us together we will:

  • Create your Personal Lifestyle Plan – Focusing on your needs and desires as a woman
  • Incorporate our Flexible Investment Strategy that provides increased clarity and direction with your investments
  • Implement our Proactive Wealth Process that keeps them more engaged and educated in a meaningful way.

Become a member of our Savvy Women’s Club that will encourage, inspire and support your desire to become more Savvy with your money.


w1Women and Retirement
w2 Suddenly Single: 3 Steps to Take Now
w3 What Smart Investors Know