About 2x Wealth Group
Why Women?Our SpecialtiesMeet LoriMeet LISA

Why Investment Services for Women?

Women don’t always get the service they desire and deserve from traditional financial advisors. When couples meet with advisors, women are often left on the sidelines. Lack of understanding leaves many women vulnerable to hidden fees, commissions and bad advice, particularly when their circumstances change due to divorce or death of a spouse. Women who choose to do it themselves risk investing in ways that may not be the best fit for their needs and goals.

Most women (and frankly, most people) lack the specialized knowledge to make the best financial choices for themselves and their families. Their financial knowledge is often limited to what they learned from parents and friends or what they’ve read in books or on the Internet, which rarely clarifies the best strategies for their specific situations.

Investing well is nearly impossible without a good understanding of risk, the economic landscape, and a wide variety of investment options and their tax implications. This takes deep expertise, lots of experience and the time to pay attention.

With substantial assets come a greater range of options and consequences. It can be difficult to navigate these choices on your own. You need a knowledgeable advisor who understands you as an individual—your motivations, fears and objectives—not simply your risk profile, so you can get the best advice.

Lori and Lisa's combined years of investment experience
Approximate client assets managed or advised firm wide by parent Ingalls & Snyder, LLC 
Years Ingalls & Snyder has served high net worth clients