Helping Women Meet Their Financial Goals


Dimensional communities bring financial advisors together to share expertise around investment solutions, client messaging, and business strategy.

The Women and Wealth Community started with a simple question: Is serving women different? Whether we are talking about common hurdles women may face or what contributes to their financial peace of mind, our efforts are built on real-world experience from hundreds of advisors globally. 

Leading financial advisors share their thoughts on how to enhance the client experience for women in the following videos:

Building Trust Through Connections

Becoming An Empathetic Advisor


“How do we make their money make sense in their lives—and what their lives may look like in the future?” —Kara Duckworth, Mercer Advisors


Upcoming Webcast:


Discover the collective insights of the community around how to best serve different demographics of women:

  • Navigating Loss: Working with Widows


    Tuesday, May 25, from 1–2 pm CT
    Register

Financial advisors interested in joining Dimensional’s Women and Wealth Community can contact us at communities@dimensional.com.


Disclosures

Events are intended for US registered investment advisors, institutional investors, and Canadian advisors and dealers. They are not intended for retail or individual investors.

Dimensional makes no representation as to the suitability of any advisor, and we do not endorse, recommend, or guarantee the services of any advisor.  Mercer Advisors and Dimensional are unaffiliated entities.

The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. It is the responsibility of any persons wishing to make a purchase to inform themselves of and observe all applicable laws and regulations. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. Dimensional accepts no responsibility for loss arising from the use of the information contained herein.

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UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

CANADA: These materials have been prepared by Dimensional Fund Advisors Canada ULC. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.