Andrea Darden
CEO
Certifications & Licenses:
AAMS
States where licensed: AZ, CA, CT, DC, Fl, GA, Il, NH, MI, NY, OH, TX, SEC
Empowering Confidence
Women now control a significant portion, estimated between three to five trillion dollars, of the Baby Boomers' wealth. This shift is part of an ongoing trend where an unprecedented amount of assets will transition into the hands of women in the US over the next three to five years. However, despite this economic influence, women often feel unheard and express dissatisfaction with the lack of diversity within the financial teams that support them.
It's imperative that women advocate for one another and actively promote diversity within the financial sector. By sponsoring other women and amplifying all voices, we can foster an environment where women's perspectives are valued and included in wealth management discussions. This inclusive approach not only benefits women individually but also contributes to a more equitable and thriving financial landscape for all.
We focus on women business owners, professors, and medical professionals serving as a modified family office providing financial planning, tax sensitivity, business consulting, financial consulting, estate planning, and asset management
Broker: RIA
Term: 2/26/2024 - 12/31/2025