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Services Especially For Women

As a 2014 – 2015 recipient of the Women’s Choice Award, a prestigious national honor, Anita Grossman and her team are dedicated to empowering women to get educated so that they can make informed decisions. If you are facing a life transition such as retirement, inheritance, divorce or widowhood, finding the right 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 Executives – Planning for your future; Converting great 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 advice
  • Women Planning For Retirement or Already Retired – Evaluate choices to reach your goals; Analyze your resources & risk management
  • Enterprising Women – Financial Planning, investment management, LTC
  • Create a Lasting Legacy – Having a part of you live longer than you do