A wealth management initiative created by women, for women.

Women want options: You do not want to be told “what to do” when it comes to your money. Your goal is to educate yourself, engage in the conversation, and work in partnership with your wealth advisor. We believe in this approach, which is why we created Women & Wealth.

Our Shared Dedication to Women

We understand women’s needs, and are passionate about helping you create, grow, and protect your wealth throughout life’s many chapters.

We serve our clients with integrity, transparency, and innovation. We strive to exceed our clients’ expectations at every opportunity, through both the relationship we build with them, and taking thoughtful care of their wealth.

MEET THE CO-FOUNDERS

How We Serve Our Clients

We specialize in guiding women through the following processes.

Financial Planning

We take the time to discuss what is important to you and develop a step-by-step plan that will help you meet your goals.

Investment Management

In addition to considering your investment assets, we look holistically at all of the factors and data relevant to your wealth management.

Transition Advisory

We help you make decisions during some of life’s most challenging circumstances, by providing context to help you see the full picture.

San Diego | Santa Monica | Sacramento

Founded in 2001, HoyleCohen offers comprehensive wealth management services that cover retirement, estate, tax, insurance, and legacy planning. We build strong relationships with our clients and guide them in making decisions so they may work towards their goals, and build their wealth across generations. We established Women & Wealth because we recognized the need for wealth management services for women, by women.

LEARN MORE ABOUT HOYLECOHEN

Featured Insights

How Your Divorce Impacts Your Family as Well as Your Finances

My divorce gave me a unique perspective on both my professional and personal life. Being prepared financially will help weather any storm.

What You Give Up When You Ignore Your Finances

In order to truly have a sense of financial confidence and freedom, we women must own our choices.

Preparing Your Kids for Financial Independence

The start of my daughter’s college career was as much a milestone for me as it was for her, and we both have a lot to learn as we grow into new roles.

Upcoming Events & Programs

NOV

17

Reinvent & Discover LA

SOLD OUT Leslie Bennetts will share an intimate portrait of a life that is sure to entertain and inspire.

JAN

18

Own it!

A six-month program that will inspire you to take charge of your life—financially and emotionally!

JULY

18

Women on the Rocks

A program that will teach you how to navigate the financial complexities of divorce and help you thrive in life 2.0.

Expanding Our Impact

Women & Wealth’s commitment to women includes not only our clients, but also our greater community. One in eight women in the United States will be diagnosed with breast cancer, and so we have partnered with Susan G. Komen® Race for the Cure. We also support efforts to uplift children and families in need: raising over $30,000 to sponsor wishes for two San Diego children through the Make a Wish Foundation and working with Big Brother Big Sisters, Habitat for Humanity, and Feeding America San Diego, among numerous other charitable organizations.

Looking forward, we will be launching a scholarship program in the coming year to engage and mentor more women in the industry.

Connect With Us

We believe women desire a different experience in the realm of wealth management. Reach out to learn more.

Receive Our Monthly Insights

Have Us Contact You

TELL US WHEN & WHERE

Join Our Community