The Future of Wealth Is Female

Over the next two decades, an estimated $84 trillion will move from Baby Boomers and Gen X to their heirs and charities. Millennials are set to become the wealthiest generation on record.

And here’s what’s especially important: We know that women are already influencing most wealth decisions. An estimated $54 trillion is expected to be transferred to surviving spouses, with 95% of those recipients being women. By 2030, women will control roughly two-thirds of the private wealth in the U.S.. The other thing we know, is that statically, women live longer than men.

Now, that might sound positive, but longevity is actually a risk multiplier. Meaning, the longer we live, the more strain we put on every financial factor: healthcare costs, inflation, market swings, and lifestyle expenses.

That’s why women need wealth strategies that are aligned with their values and designed to last; not just through retirement, but through legacy.

At Compass Financial, our job is to equip women, and the men who love them, with strategies that support their decisions, their families, and their futures. Because wealth isn’t just about accumulation - it’s about confidence and control across generations.

👉 The future of wealth is female. Let’s make sure your strategy reflects it.

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