The value of a trusted connection.

Every woman and every life is different and unique, but women in general think differently about money than men do and have different priorities and values. Life transitions predominantly impact women, so we want to help you to plan proactively and make good financial decisions – in good times and in crisis.
Take steps on the path to your successful financial future. A financial plan is meant to help you arrive at a place of stability and freedom and achieve the goals that matter most to you.

We will work with you with authenticity, empathy and approachability. We’ll help you set financial priorities and provide actionable ideas. Our meaningful discussions will delve into your personal interests, life goals, dreams and current events, which ultimately link back to your finances. And we’ll suggest things you need to think about, plan for and talk over.

Learn to feel confident, empowered and independent and take charge of your money and your life.

Get in touch to start the conversation.

 

Women are becoming wealthier

Consider the statistics: 
 

  • 31% of women are their family’s major breadwinner
  • Women represent 40% of the high net worth population
  • Currently, 37% of North America’s wealth ($35.4 trillion) is held by women. This figure is expected to grow at a steady 6.9% until 2023

 

In short, we believe in you.

We’re here to help you take the next steps on the path to your successful financial future and we know you’re up to the challenge – whether it’s embarking on an overdue review of your financial situation or assessing if you’re still on track to achieve your goals.

At John Sacke Wealth Management Team, we use an authentic and empathetic approach. Through meaningful discussions, we’ll delve together into your personal interests, life goals, current circumstances and dreams for the future – all of which ultimately link back to your finances. We’ll help you set financial priorities and provide actionable ideas. And we’ll suggest things you need to think about, plan for and talk over.