women in wealth

Women's Financial Influence

Women are not just a niche audience, they are a rising force in wealth creation, financial stewardship, and generational planning. Understanding their influence is essential to delivering relevant, values-aligned financial guidance.

“Women's financial power is not emerging, it's accelerating. At Shore to Summit, we believe that when women are equipped with knowledge, supported by partnership, and seen in their full complexity, they don't just manage wealth, they shape legacies.”

Representation Matters: Meet the Women
Leading the Way

We believe that financial guidance is most powerful when it reflects the lives and values of those it serves. Women want, and deserve, to see themselves in their financial partners. That's why we're proud to spotlight the incredible leadership of the women of Shore to Summit Wealth Management whose expertise, empathy, and personal philosophies shape the way we support our clients every day.

From retirement planning to legacy building, their voices reflect the depth and diversity of experience that make our team stronger and our relationships more meaningful. And for many women, legacy isn't just about family, it's about community. More and more, women are choosing to direct their financial energy toward initiatives that uplift others, from expanding access to education and healthcare to supporting local nonprofits and civic development. These choices reflect a broader truth: women don't just focus on building wealth, they invest in the greater good.

“When women have the knowledge and resources to make informed financial choices, they empower not only themselves but their families for generations. My passion is helping women build confidence in navigating wealth, whether it's planning for education, retirement, or creating a legacy, so they can make decisions with clarity and purpose. My clients value my expertise, trust my integrity, and appreciate the personal care I bring to every step of their journey.”

- CANDACE CORETTE-PRATT, PARTNER, SHORE TO SUMMIT WEALTH MANAGEMENT

“Over the years, I've built relationships with women who wear many hats—mothers, daughters, professionals, caregivers, and financial decision-makers. They're thoughtful, informed, and deeply committed to their families' futures. What makes our connection so meaningful is the trust, mutual respect, and shared understanding we bring to every conversation. We relate to one another—and that shared experience creates space for confident, informed choices.”

- KELLY BROWN, MANAGING PARTNER, SHORE TO SUMMIT WEALTH MANAGEMENT

The Numbers Tell the Story

By 2030, women are projected to control $34 trillion in U.S. financial assets, driven by earnings, inheritance, and the Great Wealth Transfer. ¹
94% of women believe they'll be personally responsible for their finances at some point in their lives. ²
41% of women are the primary or co-breadwinners in their households. ³
Women already control more than $10 trillion in personal wealth today. ⁴
Among ultra-high-net-worth individuals, 44% are women, a figure that continues to grow. ⁵

Decision-Makers Across Generations

Women are increasingly leading financial conversations at home and in business:

They are more likely to educate the next generation about money and investing.
87% of women report teaching their children about finances—compared to 76% of men. ⁶
Women are also more likely to work with financial professionals and stick to long-term plans, contributing to stronger risk-adjusted returns.

Knowledge Is Power: Tools to Navigate
Life's Financial Journeys

Informed decisions lead to empowered lives. Financial literacy isn't just about numbers, it's about confidence, clarity, and control. Whether you're planning for retirement, navigating a major life transition, or simply seeking to deepen your understanding, we're here to walk beside you with resources that educate, uplift, and equip.

Explore our curated guides below:

Women and Investing: Discover insights into how women approach investing, overcome systemic challenges, and build long-term wealth with intention and resilience.
Divorce and Your Finances: A thoughtful roadmap for navigating financial decisions during and after divorce, designed to help you move forward with clarity and strength.

These materials are more than just information, they're invitations to take the next step with confidence. Because when you understand your options, you own your future.

Invest With Intention: Where Your Values Meet Your Portfolio

Your financial choices are more than transactions, they're reflections of what matters most, which is why we believe investing should be personal, purposeful, and aligned with your values. Whether you're passionate about clean energy, gender equity, or corporate responsibility, we'll work with you to build wealth while supporting the causes you care about. When your money reflects your values, every dollar becomes a step toward the future you believe in.