Broker Check

Team

Each member of our team brings deep experience in his or her area of specialty.  Our comprehensive and integrated planning approach yields much better results and objective strategies than the fragmented approach used by many financial services companies. We don’t think that making decisions about your wealth-building in silos—for example just investments or just insurance—leads to the best results for our clients. We believe that every decision requires the perspective of a team of subject matter specialists working together to determine the best strategies for our clients.

It is this multi-dimensional approach that sets WomensWorth apart from other financial services firms.

 
Amy Lampert has over twenty-five years of management experience in the financial services industry, in roles ranging from financial advisor to executive management roles in Product Development, Human Resources, and Marketing with...

Read more

Richard works with individuals, families and businesses helping them develop effective financial strategies to achieve their goals and dreams. He provides the best service and products to his clients utilizing the resources available...

Read more

Leigh McCloskey is affiliated with The Bulfinch Group and is a member of WomensWorth's Client Relationship Management team, working closely with individuals, families and small businesses to achieve their financial goals. Through...

Read more

Caroline Christiano serves as The Bulfinch Group’s Director of Market, and works closely with WomensWorth on marketing goals and objectives.

Read more

 

Have A Question?







Thank you! Oops!

Recommended Content

Rightsizing for Retirement

What does your home really cost?

The 12 Steps to Living Confidently: How to Cut Your Expenses

The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.