Women of Wealth

Women constitute a rising share of the world’s wealth and wealth management decisions. So why are you so often ignored by wealth-management firms?

At Proximity, your voice will be heard — whether you’re voicing your own concerns or those of you and your spouse or you’re communicating the complexities of meeting life’s challenges solely on your own.

We’re listening, and the primary tenets of how we engage our clients suggest we can and will serve you better. We are committed to refined research, education, transparency, and customized, solution-driven investing.

Our drive is a lot like yours. We concentrate on nothing short of stellar execution.

Comprehensive financial planning

Portfolio and asset management

Pre-nuptial

Long-term, strategic investment planning

Business wealth management

Divorce financial planning

Legacy planning and wealth transfer

Trustee responsibilities

Inheritance wealth management

Philanthropy

For special expertise about women and wealth, request a meeting with Proximity co-founder Stephanie Baines Bowens by clicking here.