Managing wealth is not just about financial growth; it’s about aligning your investments with your personal values and goals. At Wealthy Choices®, Dr. Penelope Tzougros offers a personalized wealth management service specifically designed for women, providing the expertise and support needed to build a meaningful financial strategy.
Understanding Your Financial Aspirations
The first step in our wealth management process is a personal discovery session with Dr. Tzougros. This comprehensive session is designed to uncover your financial goals, personal values, and the unique challenges you face as a woman managing wealth. By understanding your aspirations, we can tailor a financial plan that truly resonates with you.
Ethical Investing with ESG Criteria
One of the key features of our service is the integration of ESG (Environmental, Social, and Governance) criteria into your investment strategy. This means your investments can support causes you care about, whether it’s environmental sustainability, social justice, or ethical corporate governance. With Wealthy Choices®, your portfolio can reflect your values as well as your financial goals.
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.
Customized Wealth Management Strategy
Based on the insights gained from your discovery session and financial assessment, Dr. Tzougros will develop a customized wealth management strategy. This strategy will focus on growth, risk management, and ethical considerations, ensuring that your financial plan aligns with your personal and ethical priorities.
Long-Term Partnership and Adaptation
Effective wealth management requires continuous adaptation to changes in your life and the financial market. At Wealthy Choices®, we provide ongoing support and regular reviews of your financial strategy. Dr. Tzougros will work with you to make necessary adjustments, ensuring that your portfolio remains aligned with your goals and values.
Contact Penelope Tzougros
Take control of your financial future with 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.