Honoring Women’s History Month: Financial Progress, Purpose & Possibility
March is a time to celebrate the achievements, resilience, and leadership of women throughout history. Women’s History Month is not only about recognizing progress — it’s about continuing the momentum, especially when it comes to financial empowerment.
For generations, women have overcome barriers in business, investing, and wealth management. From a time when women were denied the right to own property or open bank accounts independently to now heading major financial institutions and thriving entrepreneurial ventures, the progress has been extraordinary.
This decade is expected to mark a major shift, with women projected to control roughly two-thirds of the nation’s wealth. Investment News reports that they are fueling this transformation by starting businesses, growing companies, inheriting assets, negotiating equity stakes, and taking the lead in household financial decisions.
As wealth planners, we have the privilege of working with women in every stage of life — professionals building careers, business owners scaling enterprises, caregivers balancing competing priorities, widows navigating life transitions, and retirees creating legacies for future generations. Each story reflects strength, intention, and a desire for financial independence.
Research consistently shows that women tend to be thoughtful, disciplined investors. They often focus on long-term goals, avoid excessive risk, and prioritize values-driven planning. These characteristics can be powerful advantages in building sustainable wealth.
Women also frequently serve as the financial decision-makers within their households. In fact, women control or influence a significant portion of personal wealth in the United States — and that share continues to grow. With longer life expectancies and increasing earning power, proactive financial planning is more important than ever.
This month is a reminder to:
- Revisit your financial goals and ensure they align with your life vision.
- Strengthen your knowledge around investing, retirement, and legacy planning.
- Mentor or support other women in their financial journeys.
- Have meaningful conversations about money — at home and in your community.
Financial confidence is not about having all the answers. It’s about asking the right questions, building a trusted advisory team, and creating a plan that supports your values and aspirations.
To all the women making history in their families, workplaces, and communities — your leadership matters. Your financial voice matters. And your future deserves intentional planning.
Here’s to continued progress, purposeful planning, and empowered wealth.