Investing for Women
- As financial advocates for our women clients, we are dedicated to understanding your unique goals and aspirations. With over six decades of combined experience, we are committed to standing up for and empowering our women clients.
- Major life events like the sale of a business, divorce or becoming a widow can alter your long-term financial strategy. We have the expertise to successfully guide you through these rapid, and sometimes unexpected, changes in your finances.
- Women tend to have longer lifespans than men. With a longer lifespan, women need to have a financial plan that not only accounts for their longevity, but also any additional medical costs that are associated with a longer life. We ensure your financial plan reflects your personal circumstances by anticipating these additional expenses.
Women-only teams available
- Becker Capital provides customizable portfolios that can be managed by an all-woman team of financial professionals. We are familiar with the demands of a full life which may include running a business, raising children, and caring for aging parents.
Investing based on your beliefs
- We manage portfolios to meet your income and long-term growth needs, and build investment portfolios that reflect your individual interests. At Becker Capital, we start with what’s important to you, then implement an investment plan based on your values and goals.
- We provide personalized investing strategies that go beyond traditional financial management. At Becker Capital, we offer holistic advice based on the principles you hold most dear. We have expertise in impact and socially conscious investing, and we can implement investment parameters to ensure your values are reflected in your investments.
Transparent and concise communication
- As an independent investment advisor registered with the SEC, every one of our advisors has a fiduciary duty to put your best interests first.
- No jargon or confusing diagrams. Becker Capital will ensure you have a clear picture of what you’re invested in and why. We provide knowledge-sharing every step of the way, with you and the ones you love.
A roadmap to success
- We make certain your financial plan reflects the interests of all parties. No one person’s investment style or goals outweigh another’s.
- We assist with the many complexities faced by women such as tax and estate planning, intergenerational wealth transfer, debt management, and financial education for your family.
- At Becker Capital, we help you put a plan in place by skillfully guiding you through the process needed to determine what you have and where you’re going.
Please contact Emily Genor, CFP® at egenor@beckercap.com or 503.223.1720 if you’re interested in learning more.