At Wealthy Choices®, we believe that your wealth should be a reflection of your values and worldviews. Dr. Penelope Tzougros offers a unique service tailored to women, ensuring that your financial strategies align with your personal and ethical goals.
The Role of ESG Investing
One of the core components of our wealth management service is the incorporation of ESG (Environmental, Social, and Governance) criteria into your investment strategy. This approach allows you to invest in companies and projects that align with your ethical standards. Whether you are passionate about environmental sustainability, social equity, or responsible corporate governance, we help you build a portfolio that supports your values.
Environmental Social Governance (ESG)vesting (has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
Personalized Financial Planning
Every woman has a unique financial journey, and at Wealthy Choices®, we recognize and honor that individuality. During your personal discovery session with Dr. Tzougros, you will discuss your financial goals, personal values, and the unique challenges you face. This in-depth conversation is the cornerstone of our personalized financial planning approach.
Crafting a Customized Strategy
Following your discovery session, we conduct a thorough financial assessment to understand your current situation. This assessment informs the creation of a customized wealth management strategy that focuses on growth, stability, and impact. By aligning your financial goals with your values, we empower you to make meaningful financial decisions.
Continuous Support and Adaptation
The financial landscape is constantly evolving, and so are your needs and goals. That’s why we offer ongoing support and regular reviews of your wealth management strategy. Dr. Tzougros works closely with you to ensure that your portfolio continues to reflect your values and adapts to any changes in your life or the market.
Contact Penelope Tzougros
Align your wealth with your values through Wealth Management for Women at Wealthy Choices®. Visit wealthychoices.com or call (781) 577-2311 to schedule your consultation and start planning for a confident and fulfilling retirement.