Women are breaking glass ceilings; we are breaking the mold.
What We Know
According to the 2022 Capgemeni World Wealth Report, over the next two generations, women will inherit 70% of global wealth. By 2030, women are expected to manage two-thirds of household wealth.
What is Her Wealth® by Colony?
A conversation that places a spotlight on financial topics most relevant to women by providing accessible resources; driving progress toward a more inclusive financial industry and featuring The Colony Group professionals behind it all.
Join the conversation today!
Why Her Wealth® by Colony?
Women have specific considerations when it comes to life’s most transitional moments (maternity leave; childcare; eldercare; longer life expectancy) and the financial responsibilities that come with them. So when it comes to managing wealth, women think about it differently. Statistically, women investors are known to be: more risk-averse; take more time evaluating investments before moving forward; naturally hold portfolios with greater diversity; are less active and naturally patient in times of market volatility; approach investing with a long-term view; and place a great degree of importance on value, sustainable investing, and philanthropic giving. What does this all equate to? Women are effective investors who consistently generate strong returns.
With women governing their financial lives so distinctly, we at The Colony Group were inspired to create a financial platform for women investors; one that is approachable, engaging, and connects investors with The Colony Group professionals who are passionate about sharing their expertise and empowering investors to be confident stewards of their wealth.
Her Wealth by Colony's Contributions
Her Wealth by Colony produces content that elevates women professionals and investors, revolutionizing their space in the evolving finance industry while simultaneously supporting The Colony Group’s initiatives like Diversity, Equity, and Inclusion and our Net Positive Pledge, portions of which focus on gender equity, financial literacy, hiring and retention, mentorship, and career development.
Everything You Always Wanted to Know About...
Episodes
Nan Vlad: Flute to Finance
The Colony Group’s Nan Vlad, Senior Wealth Advisor and Principal, shares her journey from a life in the performing arts to financial services. Tune in to a special episode sponsored by Her…...
Nicole Steinwedell: Starring in a New Role
For Colony Group Associate Wealth Advisor, Nicole Steinwedell, a career in financial services was never part of the plan, but when her curiosity about the industry piqued, she left behind…...
Indrika Arnold: Turning Challenges into Confidence
Growing up in Sri Lanka and finding her way to finance, The Colony Group’s Indrika Arnold, Senior Wealth Advisor, and Principal, is no stranger to stepping outside her comfort zone.…...
Whitney Turner: Money and Basketball
How are D1 basketball and the finance industry similar? The Colony Group’s Whitney Turner, Client Service Associate, will tell you! Here, Whitney discusses how lessons she’s taken from her time…...
Queen Harambee: Leveraging Opportunities
The Colony Group’s Queen Harambee, Client Service Manager, left Africa with her family for a better life and new opportunities. How did that journey shape her perspective and ambitions today?…...
Lorri Unumb: Changing the Autism System
After her son’s autism diagnosis, Lorri Unumb’s life changed entirely. Lorri is a lawyer, mother, and internationally renowned autism advocate. Her work has been critical in the autism insurance reform…...
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Ready to take control of your wealth?
Taking control of your financial world is easier than you think, especially with a powerful network of female advisors that have navigated this road before.