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Raymond James At-A-Glance

Raymond James at a Glance

"Empowering Women to Take Control of their Finances"

Willow Wealth Management understands that success doesn't just happen, it is achieved.

We specialize in working with successful female CEOs, entrepreneurs and their families. Recognizing that these women are busy focusing on what they do best, running their businesses, they value having a team of financial professionals to assist them to make smart financial decisions. We help to identify opportunities that they may otherwise not know exist. Working with an extended team of trusted professionals, we ensure strategies are implemented and results are achieved.

Successful women understand the importance of delegating and hiring the best people to help them achieve their business and personal goals. As financial realities and personal circumstances evolve over time, priorities and goals in life will change. We are the financial professionals who can be depended upon to deliver results and see these changes through.

Due to the high level of personal service that is offered at Willow Wealth Management, we limit the number of households we work with in order to meet the needs of our existing clients. Typically, our clients have portfolios valued greater than one million dollars to fully benefit from the customized planning approach we offer. Once you come on board, you’re in. Welcome to our family!

Top Issues of Successful Female CEO’s and Entrepreneurs:

  • Work / Life Balance
  • Time Management
  • Fear of Failure
  • Finances
  • Philanthropy
  • Succession Planning

5 Steps for Female CEO’s and Entrepreneurs to take control of their finances:

1. Pay Attention to Cash Flow
2. Analyze Net Worth
3. Set Goals
4. Invest Wisely
5. Protect your Business & Family