Caprock Managing Director and Client Advisor, Whitney Warmack, was featured in Wealth Solutions Report’s “Keys to Serving Women Along Their Wealth Journey.”
The article discusses the growing number of women controlling wealth. Warmack shares her thoughts on how to best serve female investors in their financial journeys.
“The number of women in control of wealth is growing,” remarked Warmack. “Women facing transitions such as retirement, career changes, selling their business, divorce, aging parents, inheritance or other liquidity events are seeking a trusted financial advisor who looks different than the stereotypical brokers of the past.”
