Elizabeth Brasher, J.D., CWS
► CALL: 205-747-3945
► EMAIL: Elizabeth.Brasher @waasset.com
Melanie Nichols, CFA, CFP
► CALL: 205-769-3308
► EMAIL: Melanie.Nichols @waasset.com
The teams at WA Asset Management and Warren Averett recognize that women tend to have unique financial goals and different perspectives on things, and it helps to have a financial advisor you can relate to.
As a result, WA Asset Management and Warren Averett established Women’s Wealth Connection to serve women in Birmingham and across the Southeast.
“We really want to do two things,” said Elizabeth Brasher, practice leader for Women's Wealth Connection. “First, we aim to educate and empower women to take control of their finances. Second, we want to increase awareness of our amazing team of female financial advisors, a resource that can be hard to find in this industry. Our team is full of caring, empathetic listeners who want to learn what’s important to our clients and then give them the tools needed to help them thrive.”
Women’s Wealth Connection is led by female advisors at WA Asset Management and Warren Averett to combine the expertise of the firms’ financial, investment, tax and estate planning service areas into a specialized bundle of services tailored for women.
“We want to help all women, but most specifically women in transition,” Elizabeth said. “Women’s Wealth Connection partners with you to mitigate financial complexities as you navigate through life’s transitions such as divorce, loss of a spouse, inheritance or business changes, to help you achieve your goals.”
Statistically, women often inherit twice — once from their parents and then again from their spouse, according to a study conducted by Fidelity in 2021. However, only 22% of women have a financial plan and only 37% are confident they can plan for retirement needs, despite consistently saving more than their male counterparts.
Most importantly though, 75% of women surveyed want to learn more about money and investing. WA Asset Management saw a need and created a service line for women to learn more about their finances from a team of dedicated advisors.
Women’s Wealth Connection stands out not only because the advisory team offers a breadth of tailored financial planning and investment management services under one umbrella, but also because many of the advisors are women themselves, they are uniquely positioned to understand what their clients are going through.
Services offered include comprehensive financial planning, asset management, business valuation, investment education, investment management, income tax planning and budgeting, estate planning, cash flow planning, retirement planning, debt analysis, education planning and saving, insurance review, medicare and social security planning, coordinating updates of legal documents, charitable giving, trust analysis, trust administration assistance and mediation support.
Clients can request a free consultation to speak with the advisor of their choosing (in person or on the phone) to discuss their financial needs and goals.
“From there, we can create a customized financial plan that’s just for you,” Elizabeth said. “And it doesn’t stop there, we’re here to support you and provide customized solutions at every step along the way.”
This is done through:
► A comprehensive financial planning approach through collaborative investment, tax, estate and financial planning services
► Regular communication with you
► Intimate knowledge of your personal and financial objectives
► A local and highly attentive team of advisors
► A tailored portfolio and a disciplined, data-driven approach to investing
For more information about Women’s Wealth Connection or to request a complimentary assessment, visit waasset.com/womenswealth.
