Broker Check

Empowering Women

Anita Grossman is dedicated to empowering women so that they can make informed decisions. If you are facing a life transition such as retirement, inheritance, divorce, widowhood or just organizing your life to enrich your future, finding a suitable advisor can be difficult. We are highly experienced and dedicated to working with women. Our wealth management, investment and planning services are designed to help you crystallize your vision and improve your financial life. We have expertise for:

  • Divorcees– Taking control of your finances with a sense of security
  • Senior Level Professionals and Executives– Planning for your future; Converting benefits and/or stock options into a lifetime of income
  • Widows– We get to the heart of what is important to you and then help you organize your financial life to meet your goals, during this difficult time 
  • Business Owners - Financial independence does not come from what you earn. It comes from what you do with your wealth.
  • Windfall Recipients– Get professional management and advise
  • Women Planning For Retirement or Already Retired – Evaluate choices to reach your goals; Analyze your resources & risk management; Understand Long Term Care options
  • Create a Lasting Legacy– Having a part of you live longer than you do
  • LGBTQ+ - Inclusivity.