Webinar
Women and wealth: Navigating modern wealth with confidence, clarity and purpose
March 24, 2026 · Authored by Melissa Santas Peterson and Kelly Baumbach
Over the next decade, women—especially Millennials and Gen Z—are expected to inherit and influence trillions of dollars in wealth. Yet too many still feel underserved, unheard or talked at rather than with when it comes to financial guidance.
Inspired by International Women’s Day, join our leaders from Baker Tilly Wealth Management for a conversation on how modern wealth planning is evolving to reflect the real financial journeys women navigate—career growth and pivots, caregiving responsibilities, entrepreneurship, divorce, widowhood and multi-generational wealth transfer. We’ll explore how thoughtful investment strategy, holistic planning and values-aligned advice can help women build confidence, clarity and long-term financial security.
Whether you’re building wealth, preparing for an inheritance or thinking about the legacy you want to create, this conversation is designed to empower you with insights—and introduce an advisory approach built for the next generation of women investors.
Speakers
- Melissa Peterson, Executive Managing Director, Baker Tilly Wealth Management
- Kelly Baumbach, Executive Managing Director, Baker Tilly Wealth Management
This information does not constitute investment advice and is not an offer to buy or sell a security. The material is provided for general information and educational purposes and is based on information provided to us by sources deemed to be reliable. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Past performance is no guarantee of future results and asset values will fluctuate with changing market conditions. There is no guarantee that the views and opinions expressed in this document will come to pass. Investing in the market involves gains and losses and may not be suitable for all investors. All investments are uninsured and can lose value.
Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. Reference to registration does not imply any particular level of skill. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought.
Baker Tilly Wealth Management, LLC is controlled by Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©2026 Baker Tilly Wealth Management, LLC
