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Women in Transition

We specialize in helping woman facing life transitions. Are you at a point in your life where you need specialized help with a firm that is uniquely designed to serve people going through specific life transitions? At WillowTrust Wealth Management, our mission is to make life transitions simple.

Client Centered

With an extended family that included two great-grandmothers and two grandmothers (all widowed), three aunts and two sisters, Jim is no stranger to the unique financial planning challenges faced by women. It is that experience and knowledge that enables the WillowTrust Wealth Management team to specialize in working with female clients, most of which fall into one or more of these categories:

  • A widow, often surviving a long-term marriage
  • An inheritor, working through the grieving process and handling many critical decisions at a difficult time
  • A successful woman and primary decision maker for her household
  • Recently divorced or needing to reassess her financial situation after a life change

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