> 
 > 
 > 
Womens Vault
womens worth

WOMEN’S WORTH

The Vault

Welcome to the community cultivated for women by women on a mission to educate and support female investors through storytelling and relationship building as we all work to gain a secure financial foundation, navigate the realities of daily life, manage increasing wealth, and establish our legacy.

 

How does this work? How can this platform help me?

Unlike most solutions available to help women with money, the Women’s Worth Alliance was founded to support the mindset, habits and underlying beliefs (and sometimes trauma) of women around money.

YES – we offer checklists and advice, but our priorities are different, they go like this:

  1. we’re mindset-focused, let’s help you understand your money story to start
  2. we’re peer support enthusiasts, representation matters, let’s network
  3. once you step out of your own way and make new like-minded friends, financial education and resources give you traction to succeed, whatever that looks like to you.

Before discussing different types of investments, it is important to understand what you own and why you own it. Do you know the investments you have? What about the investments most appropriate for your financial goals? We believe the key to a successful investment strategy is choosing the tools that fit your long-term goals.

Once we determine the appropriate tools for your personalized plan, we help you optimize them for your success. We work with many types of investments: stocks, bonds, mutual funds, annuities, and exchange-traded funds. Our team also assists you with individual brokerage accounts, IRAs, Roth IRAs, 401(k), and other corporate retirement plans, trusts, and institutional accounts.

*Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Everyone defines “enough” differently. We believe that the key to a successful financial plan is determining how you define enough. In other words, how do you define the finish line? What does “success” mean to you? Our advisors assist you in defining your ideal end goal, then determine if you are on the appropriate path to get there.

But a great financial plan doesn’t focus only on retirement. We believe the journey should be as enjoyable as the destination, so we take other things into account as we develop your Signature Life Plan

We believe that a great financial plan is proactive, so our advisors help you protect what you have by discovering the insurance solutions you need. We help you with a variety of insurance needs, like:

  • Life
  • Long-term care
  • Disability insurance

As we work through your plan and determine the insurance coverage you need, we assist you in the areas of estate planning and executive benefits.

Choosing the right insurance carrier is overwhelming and confusing. We can help.

Featured Storytellher

Jadelyn Coleman

Jadelyn Coleman,
Marketing Coordinator
High Point, NC

She cares about:

WATCH NOW

Money Classes

Choose a topic-based, tactical, mini class taught by a woman from the Signature Wealth team. You’ll get a comprehensive overview, a clear understanding and an action step you can take today.

READ, REVIEW, DOWNLOAD

Guides and Resources

Choose a topic-based, tactical, mini class taught by a woman from the Signature Wealth team. You’ll get a comprehensive overview, a clear understanding and an action step you can take today.

INVEST

PLAN

SAVE

CONNECT AND SUPPORT

The Network

A community for all women, no matter your age, title, role or social affiliation. We believe that representation matters. Your voice needs to be heard. Your experiences should be shared. Here, we lift each other up.

*The Storytellher ribbon on a profile means this woman was a speaker who told her money story live at one of our events. 👏 ❤️
Ashley Irizarry

Ashley Irizarry

Wealth Advisor
New Bern, NC

View on LinkedIn »
Ashley Irizarry

Ashley Irizarry

Wealth Advisor
New Bern, NC

View on LinkedIn »
Ashley Irizarry

Ashley Irizarry

Wealth Advisor
New Bern, NC

View on LinkedIn »
Ashley Irizarry

Ashley Irizarry

Wealth Advisor
New Bern, NC

View on LinkedIn »
Ashley Irizarry

Ashley Irizarry

Wealth Advisor
New Bern, NC

View on LinkedIn »
Ashley Irizarry

Ashley Irizarry

Wealth Advisor
New Bern, NC

View on LinkedIn »
Ashley Irizarry

Ashley Irizarry

Wealth Advisor
New Bern, NC

View on LinkedIn »
Ashley Irizarry

Ashley Irizarry

Wealth Advisor
New Bern, NC

View on LinkedIn »
Ashley Irizarry

Ashley Irizarry

Wealth Advisor
New Bern, NC

View on LinkedIn »
Ashley Irizarry

Ashley Irizarry

Wealth Advisor
New Bern, NC

View on LinkedIn »
Ashley Irizarry

Ashley Irizarry

Wealth Advisor
New Bern, NC

View on LinkedIn »
Ashley Irizarry

Ashley Irizarry

Wealth Advisor
New Bern, NC

View on LinkedIn »
Ashley Irizarry

Ashley Irizarry

Wealth Advisor
New Bern, NC

View on LinkedIn »
Ashley Irizarry

Ashley Irizarry

Wealth Advisor
New Bern, NC

View on LinkedIn »
Ashley Irizarry

Ashley Irizarry

Wealth Advisor
New Bern, NC

View on LinkedIn »
Ashley Irizarry

Ashley Irizarry

Wealth Advisor
New Bern, NC

View on LinkedIn »
Ashley Irizarry

Ashley Irizarry

Wealth Advisor
New Bern, NC

View on LinkedIn »
Ashley Irizarry

Ashley Irizarry

Wealth Advisor
New Bern, NC

View on LinkedIn »

Join us for our next networking
and storytelling event...

Reach out to your Signature Wealth advisor to inquire about the next event in your area. If you don’t have an advisor, send us a message and we’ll point you to an event close to you.

Did you find what you needed in our Vault? If not, send us a message and we’ll get you the support you need. » » »