Over the next decade, an estimated $30 trillion in wealth will change hands in the U.S.—and most of it will go to women. Yet many advisors are unprepared for this shift.
Why? Because women clients have too often been treated as secondary. They’ve been left out of legacy conversations, underserved by investment strategies, and overlooked in succession planning.
That’s changing. Today’s women are more financially informed and more likely to switch advisors if they don’t feel seen or supported.
Goalsetter helps wealth managers bridge that gap. Our tools allow advisors to provide more than portfolio services—they enable advisors to offer value-added resources for women and their families. From financial literacy tools for kids to goal-based planning support, advisors can lead conversations that address whole-family dynamics and legacy education.
Empowering women with tools, trust, and information builds stronger relationships—and better financial outcomes.
The wealth transfer to women isn’t coming. It’s here. And advisors who adapt will be the ones who thrive.
See how Goalsetter helps advisors connect with women investors →
