Women, Get Your Financial House in Order
Wilde Wealth and Symons Wealth announce Workshops for Women
SCOTTSDALE, Ariz., Dec. 30, 2014 /PRNewswire/ -- Financial advisor Elizabeth Symons will host free workshops for Arizona women in 2015. She says, "You need to know where you are before you know where you are going." For details, call (480) 917-2227 or (480) 361-6203.
Wilde Wealth Management and Symons Wealth Management have formed an affiliate relationship, and will host Elizabeth Symons' workshops for professional women planning for retirement and women in transition.
Elizabeth points to recent industry surveys. Investment News reported, "The U.S. Trust survey found that 59% of wealthy women have provided financial support or a large loan to an adult family member, while 33% have provided ongoing financial support. About 17% expect their parents or in-laws to rely on them for financial support, and the percentage doubles for female executives." Yet, a Russell Investments survey found that only 8% of women who had over $100,000 in assets and had worked with a financial advisor felt "very knowledgeable about managing investments."1
Elizabeth Symons was a psychotherapist before transitioning to financial services 18 years ago. She says, "So much of our emotional wellbeing depends on knowing we can meet financial needs. When women look anxious, I have that psychotherapy experience to draw on."
Trevor Wilde of Wilde Wealth, says, "Elizabeth contributes a valuable perspective to understand and educate women. Combining our resources allows us to serve more women and advise them even more effectively."
1. See "Female clients' unique approach to investing," Investmentnews.com.
Wilde Wealth Management Group has been named one of Barron's Top Financial Advisors six consecutive years, and has been recognized by NABCAP Premier Advisors. It is an independent boutique financial firm excelling in client education and coaching; having a consistent review process with each client is a vital part of our practice. Call (480) 361-6203 or 1 (800) 394-9416. http://wildewealth.com. Or Symons Wealth Management (480) 917-2227.
Securities and Advisory service offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Listings in these publications should not be considered a guarantee of future performance.
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SOURCE Wilde Wealth Management Group
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