Women & Investing

At Carson Wealth, we have over 25 years of experience serving women through many of life’s challenges. We know first-hand that women are different and that women often face unique challenges when it comes to building and managing wealth. Our dedicated team is not only led by a woman, but our team is 70% women which is virtually unheard of in this industry.

We are here to provide personalized investment strategies, advanced tax planning, and comprehensive financial services that truly align with your needs and goals. We’re committed to guiding and supporting you through every step of your financial journey, offering solutions designed with care and consideration, just for you.

HOW WE HELP WOMEN

Statistics show that 90% of women are or will be solely responsible for their finances at some point in their lives.*

Unfortunately, some women do not know where to turn for trusted advice, nor do they know the right questions to ask. In a male dominated industry, the Carson Wealth office in Franklin Lakes is a woman-run team ready to educate and empower women to take control of their future. We advise affluent women who are seeking financial guidance and advice. We also advise women who are experiencing one of life’s many transitions. Whether it be a sudden inheritance, liquidity event, divorce, or the death of a loved one, we help women understand their wealth and navigate their future.

No matter what stage of life a woman is in, we are very aware that what one woman wants can be very different from what another wants, and we approach each relationship with that understanding.

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Debbie's Message to All Women

We empower single women to take control of their financial future, providing personalized strategies that fit your unique goals and guiding you through every decision with confidence and care. Whether you are building wealth, planning for retirement, or managing life’s other changes, we are here to help you feel supported and capable of pursuing your dreams, every step of the way.

Widowed Women

We understand that losing a spouse is an overwhelming and emotional time. The financial decisions that follow can feel like an added burden, particularly if you don’t have the right professional by your side. We are here to provide compassionate and thoughtful support, helping you navigate the complexities of your financial situation—from inheritance to tax planning—so that you can focus on healing and beginning this next chapter of your life with confidence. This is a big adjustment, and we’re committed to being by your side every step of the way.

Divorcing and Divorced Women

Divorce can be complicated, particularly for the women who are involved. We can act as a valued guide during the divorce and mediation process, understanding the investment and tax issues and modeling out various scenarios so that you can make informed decisions. In addition, we understand the unique financial challenges that women face once they get divorced, and we’re here to support you with compassion and insight. Our team is dedicated to helping you navigate important decisions around asset division, financial planning, and taxes, so you can move forward with confidence.

Same-Sex Couples

We have a long history of supporting same-sex couples. We proudly support same-sex female couples with customized financial planning, helping you navigate tax strategies, joint investments, and long-term wealth building to secure the future you envision together. We also understand the need to be sensitive to legislative changes and legal issues, and we stay well versed in these areas so that our clients are able to lead their lives with confidence and clarity

Debbie has been awarded the Women’s Choice Award every year since 2013!

The Women’s Choice Award is the only recognition program for advisors who are committed to serving their female clients and reaching the women’s market. This recognition demonstrates Debbie’s commitment to her clients, while highlighting the passion Debbie has for educating and empowering women to take control of their future.

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Women’s Choice Financial Advisor: Awarded to Debra Taylor (2013-2024). The Women’s Choice Award Financial Advisor program was created by Women Certified Inc. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and favorable regulatory history, among other factors. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using third-party rating or award.