Annex Wealth Management’s
Women & Wealth
Ready for a refreshing take on financial growth? Our Women & Wealth events are designed to empower women of all ages through genuine conversations and collaborative community. Hosted in fun, hand-picked locations, we dive into the topics that actually matter, helping you gain confidence and clarity in your financial planning journey.
Research Shows
American women are leading the way as business owners and entrepreneurs. They oversee household purchasing decisions and control the majority of wealth. Despite these gains, women still face unique challenges that make planning a priority.
Women are adding to their assets a rate of $5 trillion per year globally.
Boston Consulting Group, Women in Wealth, Managing the Next Decade of Women’s Wealth, 2020.
Women now control 52% of wealth, which is expected to grow to an estimated two-thirds by 2030.
National Association of Women Business Owners, 2017.
Only about half of women feel confident about managing investments compared to more than two-thirds of men.
Women and Financial Wellness: Beyond the Bottom Line, AgeWave 2018.
