Almost two-thirds of women between the ages of 40 and 79 experience a major financial transition, according to AARP. from the AARP blog: Women’s … [Read More...] about Women and Financial Security
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Financial Planning
for Your Retirement
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Financial Planning
for Your Retirement
home-19708409
Financial Advice
for Women
Scottsdale Financial Advisor
With 20+ years in the wealth management industry, I specialize in investment management, transition planning and financial advice for women. I welcome your calls and questions. Our first meeting is always complimentary and there's no obligation.
– Roger S. Bracken
Investment Management
Our investment philosophy is supported by decades of evidence-based research.
Investing
Transition Assistance
Financial guidance to help you make thoughtful decisions through life's transitions.
Transition Assistance
Financial Advice for Women
Women face unique challenges in planning for their financial future.
For Women
Investing Principles
We are fiduciaries:
bound by law to act in your best interests.
How do we assess a client’s risk tolerance?
As part of our wealth management process, PPWM first helps determine how much money a client will need to reach their financial goals and then … [Read More...] about How do we assess a client’s risk tolerance?
How do I find a Financial Advisor?
Though one might be referred to a financial advisor in a number of ways— a personal or professional referral for example— the decision to engage a … [Read More...] about How do I find a Financial Advisor?