WOMEN WORTH MORE®
WOMEN WORTH MORE®
Wealth Management
Comprehensive strategies to grow, protect, and transfer your wealth in alignment with your goals.
Family Office
Holistic management of family wealth, including investments, estate planning, and legacy strategies
Women Worth More®
Ensuring that women receive the appropriate financial guidance.
FRESH HEIR
Focuses on all things financial for our younger generation of clients and prospective clients.
Challenges
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Financial Preparedness
Only 55% of women feel confident they have enough emergency savings to cover an unexpected bill, compared to 69% of men.
TD Bank Financial Preparedness Survey (2025)
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Retirement Income
Women retire with 30–40% less retirement savings than men overall.
NIRS, Shortchanged in Retirement (2024)
Financial Literacy
3.8 million American adult women have literacy skills below a “basic” level.
Annuity.org (2025)
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Retirement Security
Women age 65+ are much more likely to live in poverty than men due to unequal pay and caregiving breaks.
Sen. Tammy Baldwin, Women’s Retirement Protection Act of 2025 (2025)
Why We Help?
At Worth Advisors, our tradition stems from our founder witnessing at the early age of 11 his single mother receiving and following unwise financial advice that resulted in the loss of everything. This was the beginning of years of research, countless hours of preparation, and a commitment that his mother would never have to endure such hardship again.
As a result, many years later Worth Advisors is still committed to ensuring that women receive the appropriate financial guidance necessary to avoid financial mistakes.
At the core of our very existence is the goal to make your dreams a reality and cement your legacy for generations to come. We understand the inequitable challenges that all women must face and we’re here to help you embrace the fact that you are Worth More. You can rest assured that we will provide the level of service that we provide for our own mother.
Women Worth More® Events
Women Worth More® events are held quarterly and are designed to educate, encourage, and empower women entrepreneurs, women executives, and women business owners. Sign up for our newsletter to receive the latest news on these events and other happenings at Worth Advisors.