Women’s Investment Strategies and Education - (WISE)

At Capital Advisors, we strive to understand and support Women Investors to be successful in their pursuit of financial independence. This partnership certainly includes understanding your financial goals and objectives, but we take a deeper dive and Encourage you to be financially Educated on what we are doing and why. To Empower you to fully embrace your desire to use your money for more than just retirement – whatever that means to you.

Pic of Kelcy and Catherine


Let’s have a candid conversation about what’s important to you and how your money can help bring your dreams and passions to fruition. Is it a second career? A philanthropic endeavor? What about travel?


We’ll meet with you frequently to discuss your plan and investments – it takes a bit to get fully comfortable, but you will. Along the way, financial jargon can be confusing, for some terms that come up frequently. Want an idea for some additional reading? Quarterly Book Club: “Age-Proof – Living Longer Without Running out of Money or Breaking a Hip


Money doesn’t buy happiness, but it gives you options. Know what you can financially control and what you can’t. Investment strategy, emergency funds, budgets, fees, credit score – we can help get you on track and keep you there.

In a recent survey, when women were asked about the Investment Industry...


Believe investing is set up to be confusing


Say the financial services industry does not reflect their lifestyles or realities

Women, Investing and the Pursuit of Wealth-Life Balance. PIMCO, 2018.

The Wage Gap

At Capital Advisors we are making strides to close the gender gap in the investment industry for our women clients. We will work with you every step of the way to ensure your financial goals are addressed through all the phases of your life.

Cumulative Lifetime Earnings for a Woman Who Takes Time Off from the Workforce to Care for Children, Parent, and Spouse vs. a Man Who Doesn’t

Age Wave calculation based on Bureau of Labor Statistics, TED: The Economics Daily, Median usual weekly earnings of women and men who are full-time wage and salary workers, by age 2016 annual averages.

Women & Financial Wellness: Beyond the Bottom Line. Merrill Lynch, 2018.

Upcoming Events

June 6, 2019, Noon    Investing 101 - Closing the Gender Gap, Dallas, TX

                                                              An engaging luncheon with Women discussing Investing Essentials.

June 13, 2019, 5:30pm  Investing 101 - Closing the Gender Gap, Oklahoma City, OK

An interactive Happy Hour with Women discussing Investing Essentials.     


July 25, 2019, Noon  Investing 101 - Closing the Gender Gap, WebEx

                                                                  A WebEx and lively discussion about Investing Essentials and other issues Women Investors encounter.