Women & Wealth

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

The Women & 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.  

Know someone who might benefit from the Women & Wealth Community? Reach out to communities@dimensional.com.

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


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

Insights from the Women & Wealth Community

  • Women & Work: Meeting the Needs of Professional Women

    Many professional women need expert advice—not only to help achieve financial goals but also to support them in leading richer, more successful lives.

    Download Guide

  • Giving Her Values a Starring Role

    Incorporating a woman’s values into her financial plan can give money positive meaning and build trust.

    Download Guide


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

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