How one wealth manager cracked the code on serving female executives through technology and specialized expertise

Erin D. Eiras operates a wealth management firm that concentrates on ultra-high-net-worth female executives. InVestra provides financial planning services to clients with account minimums of $1 million, addressing areas that include business exit planning, legacy structuring, and philanthropic strategy. The firm has experienced growth over the past three years while maintaining its focus on a specific client demographic. The post How one wealth manager cracked the code on serving female executives through technology and specialized expertise appeared first on Digital Journal.