Helping to educate and advocate for women investors

Women investors are increasingly taking on important roles in managing their family’s or their own finances. They also are often sandwiched between caring for children and aging parents; tend to have longer life expectancies; may have had non-linear career trajectories or other circumstances that impacted their planning needs.

Recognizing women’s unique challenges and strengths when it comes to investing can help in building wealth and achieving long-term financial goals.  Read More

The team at Broadwater Wealth Management Group adds value by offering knowledge and perspective precisely when clients need it most. They employ a client-centered, holistic approach that tailors solutions to clients' ever-evolving financial needs. By asking insightful questions and actively listening to the answers, they ensure that their strategies and recommendations are well-informed and personalized. Through meaningful conversations, they strive to understand each client's current financial situation, the journey that led them there, and their long-term vision for their wealth and legacy.


Helping women answer important questions such as:

  • What are appropriate ways to protect and grow my wealth?

  • What are the financial decisions that need to be made after the death my spouse/partner?

  • Can you assist me with the making financial decisions during and after my divorce?

  • Will I qualify for any spousal benefits from my ex-spouse’s social security?

  • Are there better ways to align my investments with my values?

  • How can I create a personal income plan for retirement?

  • How can I establish an estate plan to ensure my wealth is effectively distributed?

Broadwater Wealth Management Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, CA, DC, DE, FL, GA, ID, IL, KS, LA, MA, MD, ME, MI, MN, MS, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX