Women of Wealth
Women constitute a rising share of the world’s wealth and wealth management decisions. So why are you so often ignored by wealth-management firms?
At Proximity, your voice will be heard — whether you’re voicing your own concerns or those of you and your spouse or you’re communicating the complexities of meeting life’s challenges solely on your own.
We’re listening, and the primary tenets of how we engage our clients suggest we can and will serve you better. We are committed to refined research, education, transparency, and customized, solution-driven investing.
Our drive is a lot like yours. We concentrate on nothing short of stellar execution.
Comprehensive financial planning
Portfolio and asset management
Long-term, strategic investment planning
Business wealth management
Divorce financial planning
Legacy planning and wealth transfer
Inheritance wealth management
For special expertise about women and wealth, request a meeting with Proximity co-founder Stephanie Baines Bowens by clicking here.