About Us

Meet Lisa & Eileen

“… if you teach a woman how to manage her finances, she will not only learn but she will teach her children and then help her parents. Empower a woman and you have just empowered all the people that the women take care of.”

At  Women Wealth & Wisdom, we are financial professionals who want, more than anything, to be a resource to our clients. We want them to have access to the answers they need to accomplish their financial goals.  

The key is not to just tell women (or men) what to do. The key to truly helping people create a financial plan that works is to educate them.

“ The reason people stick their heads in the sand when it comes to finances is they are overwhelmed. No one has given them the information and tools they need to break apart the financial planning process.”

Our core philosophy is to be a resource, to give you the tools you need to understand your finances better. When you’re ready, we take you through the steps of sound financial planning. 

Five steps to financial planning

  • ·         cash management
  • ·         risk management
  • ·         planning for home and college education
  • ·         retirement planning
  • ·         transfer of assets to the next generation.

In addition, we encourage a user friendly budget form to help you see where your money is going. Then, when you've taken a full account of your financial situation and understand your priorities, you'll be able to set meaningful goals. It’s that simple. 

Give us a call today! Or attend the next Women Wealth & Wisdom Event in your area, where women relax, relate and get your finance questions answered. Knowledge is Power.                         

315-425-6319    

 

California Insurance License #: 0I59399

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Women, Wealth & Wisdom is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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