Take charge of your financial well-being.
Grow your wealth and do good.
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 Waterside Women |
Traditional wealth management services have failed to serve our needs, so we are creating a community that will.
Supportive Community
Connect with women taking charge of their financial wellbeing through events and curated learning experiences, online and in-person.
Financial Intelligence
Understand investment options that support your interests, objectives and values. Learn how to invest and grow your wealth ethically and strategically.
Trusted Expertise
Build your financial well-being team with our vetted financial professionals. Receive guidance in group settings or through one-on-one mentorship.
What People are Saying
Emily
Entrepreneur
"Finally, a place to feel comfortable to learn about investing in a supported environment! I've been searching for something like this for years."
Ann
Consultant
"I was struggling for a long time to find an advisor who understands my business and could help me get into responsible investing, I found a perfect match through the INVESTERA network."
Elaine
Television Writer
"I am drawn to INVESTERA because I want to learn how to invest my money so I'm better prepared to weather the cycles of income instability in the entertainment industry."
“Teach her about how money really works, and she can change the world.”
Linda Davis Taylor
What solutions are you looking for?
Help design INVESTERA with your needs in mind.
Take our 3 minute survey.