To empower women in reaching new financial heights, Bradley Wealth recently hosted our Bags-Botox-Bubbly-Bull Markets event, where 120 guests (clients, friends, and key partners) heard from Katherine Roy, Chief Retirement Strategist at J.P. Morgan, and were introduced to designer handbags, Botox, and champagne. 

Our goal is to make money conversations more common and comfortable for women, who are taking stewardship of ever greater amounts of wealth. Here’s what we know:

• Women control 52% of wealth¹, which is expected to grow to an estimated two-thirds by 2030. 
• Only about half of women feel confident about managing investments² compared to more than two-thirds of men.
• Women are adding to their assets at a rate of $5 trillion³ per year globally.

Our BW team is proud to serve 70 women, including business owners, executives, entrepreneurs, and retirees, who are either single, divorced, married, or widowed. 

Thanks so much to everyone who attended and especially to our sponsors of this fun and successful event:

Caliber, Scottsdale CPAs, First Trust, Stacy Kessler, Go Locker, T. Rowe Price, Face Lab, Virtus Investment Partners, R!SE Aesthetics

Resources

1 – National Association of Women Business Owners, 2017.

2 – Women and Financial Wellness: Beyond the Bottom Line, AgeWave 2018.

3 – Boston Consulting Group, Women in Wealth, Managing the Next Decade of Women’s Wealth, 2020.