Women & Wealth
Helping You Navigate Wealth With Confidence and Purpose
Carson Wealth recognizes the unique challenges women face while working toward their financial objectives. Whether you are single, married, divorced or widowed, financial independence and well-being can be within your control.
We’re proud to work with women as a trusted partner by providing sound advice to help you pursue financial freedom.
In our experience working with clients, we’ve found that women who are actively involved in their finances are more likely to enjoy independence, reduced financial stress and increased confidence. Through ongoing education and active partnership, we work to empower you to feel confident about your decisions related to your financial goals.
A Workforce Milestone
In 2020 women hit a major milestone: Women now make up the majority of the U.S. workforce. However, this important benchmark doesn’t ensure financial security. The majority of women still earn less than their male counterparts for the same work, and sometimes are forced to choose more flexible work or take time away from the workforce to care for their families.
These circumstances not only impact their immediate financial situation but often have adverse consequences when it comes to Social Security benefits. Planning for the future is especially important, because women have longer life expectancies than men. As a result, women need personalized financial strategies to pursue wealth and safeguard them in retirement.
Start by Prioritizing Your Financial Future.
A Personalized Wealth Strategy for Women
Whether you’re a working professional or working to take care of your home and family – or both – it’s easy to get wrapped up in the day-to-day and overlook long-term goals.
Studies have shown that women create risk by not getting involved in their finances. Many women will be solely responsible for their financial affairs at some point in their lives, often as a result of a partner’s death or divorce. Having a trusted advisor in place if your life turns upside down can help mitigate the devastating effects these situations create.
It’s our mission to empower women to proactively engage with their finances. We want to know what you’d like to accomplish, what keeps you up at night, and discover where you stand now on the path toward financial freedom. We’ll provide you with information on how we work with our clients, the services we provide and the cost. You owe it to yourself to live the life you’ve always dreamed about – let us help you in that pursuit.
Who We Serve
A Concierge Experience, Tailored to You
Women & Wealth
Your financial plan should reflect your life, not someone else’s. We work with women at every stage — growing a career, navigating a major change or planning what retirement actually looks like for them.
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Executives
Your comp package is complex. Your advisor should be too. We help senior leaders maximize equity compensation, stock options and deferred income so every dollar is pulling its weight.
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High-Net-Worth
Complex wealth needs more than a generalist. We serve high-net-worth families with integrated estate planning, trust strategy and
multigenerational wealth transfer.
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Pre-Retirees & Retirees
Retirement should feel like the reward it is. We help retirees and those approaching it preserve what they’ve built, manage what’s next, and enjoy what they’ve earned.
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Business Owners
Your business may be your biggest asset. Let’s defend it like one. From buy-sell agreements to exit planning, we help owners across the Pittsburgh area and beyond pursue wealth inside and outside the business.
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