HER Wealth®
Breaking glass ceilings. Breaking the mold.
With women navigating life and wealth in such dynamic and impactful manners, they deserve a distinctive and holistic approach to managing their financial lives. We understand that while women have common needs, each one is unique, and a one-size-fits-all approach will not work. Whether you need to support a longer lifespan, climb a higher financial hill, deal with an unexpected transition, or make difficult financial decisions with confidence, we treat your wealth with the same care as our own.
Empowering women investors...
When it comes to finance and investing, an investor is an investor; but what sets them apart are their specific financial needs based on life experiences, circumstances and objectives. Examples include life expectancy; sudden wealth, divorce; gaps in employment and therefore income due to maternity/paternity leave; childcare or even eldercare. Statistically, these examples predominantly affect women, leaving potential for lasting financial ramifications on earning potential, benefits, 401(k) plans, social security payout and retirement assets.
...to be confident stewards of their wealth.
It has been proven that women think about investing differently: they are more risk-averse; take more time evaluating investments before moving forward; hold portfolios with greater diversity; are naturally patient in times of market volatility; take a longer-term approach; and place great importance on value, sustainable investing and philanthropic giving.
The Her Wealth® Approach
A curated approach to financial services by Focus Partners Wealth just for women investors. Lead by respect, connection and understanding, our integrated approach to wealth and investment management provides women investors with equitable access, solutions and resources to drive and achieve their financial goals. Focused on putting your wealth to work in sustainable and meaningful ways to benefit the causes and people that matter to them most, we view your financial life as just a piece of the bigger picture. Our professionals are passionate about sharing their experience and empowering their clients to feel supported and be confident stewards of their wealth through life’s most pivotal moments.
Meet the professionals behind it all.
Elisabeth Cullington
CFP®
Senior Wealth Advisor
Dawn Doebler
MBA, CPA, CFP®, CDFA®
Senior Wealth Advisor
Sheryl Rothman
CFA®, MBA, CFP®
Senior Wealth Advisor
Lauren Ledger
MBA, CFP®
Senior Wealth Advisor
Shellie Peters
CFP®, ChFC®, CAP
Senior Wealth Advisor
Rachel Luken
CFP®
Senior Wealth Advisor
Kristina Saunders
CFP®, CIMA®
Senior Portfolio Manager
Jennifer Stevens
CFP®
Wealth Advisor
Check out our extensive collection of financial resources and content on topics specific to women investors.
March 17, 2025
Stuck in the Sandwich Generation: Balancing Caregiving Responsibilities with Personal Well-Being
In this Lifestyle Services webinar, Focus Partners Wealth and Intent Clinical share practical strategies and resources to help you balance caregiving demands while maintaining your well-being and ensuring your loved ones thrive.
Watch the video
March 17, 2025
Costly Wealth Transfer Mistakes to Avoid
Transferring wealth is a complex process that requires careful planning, clear communication, and regular updates. Your estate plan, which includes your legacy plan and trust documents, ensures that your wealth is distributed according to your wishes. However, without proper planning, costly mistakes—sometimes irreversible—can occur.
Read the article