Helping women investors make the most of all life has to offer

Successful businesswoman, entrepreneur, mentor, leader: Whether for your education, career or family, at some point you’ve had to plan to reach your goals. And you’ve likely faced unique financial challenges along the way. We’ve helped our clients confidently turn those challenges into possibilities for a brighter future with proactive planning and investing.

While retirement is frequently the focal point of financial plans, we’ll also consider the many milestones you’ll experience. Weddings, births, graduations, promotions, family vacations, buying a new home and leaving a legacy should all be included in your long-term plan, as should the other, less predictable “detours” on the path to long-term success too – divorce, becoming a widow and retirement to name a few.

We know that your life, your goals, your dreams are yours alone, and we’re proud to be by your side as you work toward them. We understand there’s not one single mold every woman investor fits into, and we also recognize the realities women investors exclusively face. By working together, you’ll have the comprehensive resources, longstanding support and thoughtful sounding board you need to plan for more – more control, more possibility and more of what matters to you.

Services Include

  • Wealth & Investment Management
  • Banking & Lending Solutions1
  • Insurance & Annuities2
  • Legacy Planning  
  • Wealth Transfer 
  • Risk Management 

1Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

2Life Insurance and Annuities contracts are issued through various carriers approved by Capitol Securities Management and subject to established suitability standards required by Industry standards. Capitol Securities Management is a member of FINRA/SIPC.

Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.

News & resources

Weave more of what you love into everyday life

Weave more of what you love into everyday life

How to mindfully incorporate your favorite things in your day-to-day.
Family & Lifestyle
In the 1920s, hemlines were thought to predict the economy

In the 1920s, hemlines were thought to predict the economy

Throughout history, select economists have used creative forecasting methods to predict booms and busts.
Family and Lifestyle
Full hands, full hearts: becoming a caregiver

Full hands, full hearts: becoming a caregiver

Caring for a spouse or parent is a love story that, like others, has obstacles to overcome.
Family & Lifestyle
Relaunching your career with a returnship

Relaunching your career with a returnship

These internship-like programs are gaining popularity for women re-entering the workforce. Learn what they're all about.
Family & Lifestyle
Double the inheritance, double the planning

Double the inheritance, double the planning

Women may be in for double the planning when it comes to managing windfalls.
Family & Lifestyle
Wise Words From Six Wildly Successful Women

Wise Words From Six Wildly Successful Women

Learn how these well-known women stay focused in a chaotic world.
Family & Lifestyle
Emergency Savings Calculator

Emergency Savings Calculator

Having adequate emergency savings can make unforeseen unemploymen...
Savings And Investments
Long-Term Care Calculator

Long-Term Care Calculator

Long-term care is needed by those who can't perform the basic tas...
Insurance
Should my spouse work?

Should my spouse work?

This calculator is designed to help you see the financial impact ...
Personal Finance

Helping women investors make the most of all life has to offer

Connect with us

Securities offered through Capitol Securities Management, Inc., member FINRA / SIPC.

For important regulatory disclosures please click here. 

This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. The information and data presented on this website are from sources believed to be reliable. Their accuracy and completeness is not guaranteed and the giving of the same is not deemed a solicitation on our part with respect to the purchase or sale of any securities.

Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Capitol Securities Management is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Capitol Securities Management is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.