Financial Advice and Wealth Planning for Women

Women face distinct considerations when it comes to their financial needs.

Women are overcoming obstacles and asserting their financial power. They are earning more, starting and growing businesses in larger numbers, and inheriting greater amounts of wealth. By making key financial decisions at rates higher than ever before, more women are achieving their goals and securing a brighter financial future.

Take charge of your financial future

Your financial plan should align with your needs, your values, and your lifestyle. Boldly pursue your dreams and ambitions while balancing your finances, career and family life. From seeking financial independence, paying off your mortgage early, building retirement savings, to securing your financial future, take charge of your future with the services and advice you need.

Secure and sustain your financial future as you navigate life’s milestones, with strategies and advice to live your retirement dreams.

Enjoy peace of mind with a plan to secure the comfort and care needs of aging loved ones and build a strong foundation for your children’s future.

Feel confident in making financial decisions, with a plan and investment strategy to help you achieve financial security and meet your needs.

Achieve your home ownership goals and pay off your mortgage faster, allowing you to focus on and prioritize building wealth on your terms.

Expert guidance on your financial journey

Whether its daily banking, financial planning, investing, operating a business, or providing long-term security to your loved ones, we understand your needs. Taking a personalized approach, our team of expert advisors works with you to guide you on your financial journey with:

Expert financial advice
Financial planning and goal setting
Investment strategies
Wealth management

We can help you achieve your goals with greater confidence and peace of mind.

Helpful financial resources to build your knowledge

BlueShore is committed to supporting you on your lifelong journey to growing your financial knowledge and confidence.

Discover timely commentary and insights on financial topics with tips and strategies from expert advisors. Our webinars and media spotlights focus on helping women improve their financial future through developing their knowledge.

Webinar: Women, wisdom and finances

How to strengthen your financial confidence and resilience.

Watch the webinar

Webinar: Investment strategies for women

Building financial confidence to achieve your investment goals.

Watch the webinar

Money Matters: Women and investing

Ilana Schonwetter, Investment Advisor, explores challenges women face in financial planning and investing.

Watch the segment

Our online Advice Hub offers a wealth of resources to help you with many of the most common questions women have about finances, such as:

We support women and our communities

BlueShore Financial is committed to the well-being of the communities, people, and families we serve. With every aspect of wellness in mind – financial, personal, community, and more – we actively contribute to and participate in causes that matter to you, including a number of women’s initiatives.

From uplifting women along their personal, career and financial journeys, to offering support to the entrepreneurial and professional aspirations of women, BlueShore actively engages in causes and organizations that celebrate and elevate women in our communities.