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Valerie-Clark Roden
Director of Business Development, Client Interface, Hotaling Investment Management LLC & Wealth for Women
Now more than ever, women are wearing multiple hats, both within the family structure and in the workplace. These roles often include caregiver, spouse, mother, employee, employer, professional, and executive — in varying degrees of time/life commitment. You may have not needed, or even chosen, to assume the role of financial decision maker. But now you find that you’re facing this added responsibility. Because of this, Wealth for Women was created to support women in transition: divorce, widowhood, retirement, inheritance, women business leaders, heads of companies, entrepreneurs, professionals.
The services we provide along the path include financial planning for retirement savings, cash flow, social security, insurance, trusts, gifting, and estate management. We also offer investment management and produce income and growth necessary to meet your financial needs, at your risk-tolerance level. By frequent reviewing and reassessment, we gauge investment returns against expectations and current market conditions, knowing whether to take an alternative route or stay the course. To learn more about Wealth for Women, please contact Valerie-Clark Roden, email: vcroden(at)hotalingllc.com or go to www.hotalingllc.com
Manager Of
Hotaling Hot Notes
14 Posts, 4 Followers
Interesting events, commentary on the current investment climate, making the most ofMore your money, and what is important to women from Bruce Hotaling, CFA and the team at Hotaling Investment Management, LLC & Wealth for Women.
Recent Activity

Valerie-Clark Roden posted in Hotaling Hot Notes April 23, 2014 at 09:11 am

Valerie-Clark Roden posted in Town Square April 7, 2014 at 02:46 pm

Valerie-Clark Roden posted in Town Square April 7, 2014 at 02:45 pm

Valerie-Clark Roden posted in Town Square April 7, 2014 at 02:44 pm

Valerie-Clark Roden posted in Town Square April 7, 2014 at 02:42 pm

Valerie-Clark Roden posted in Town Square April 7, 2014 at 02:41 pm

Valerie-Clark Roden posted in Town Square April 7, 2014 at 02:38 pm

Valerie-Clark Roden posted in Hotaling Hot Notes April 7, 2014 at 02:34 pm

Valerie-Clark Roden posted in Town Square April 2, 2014 at 10:34 am

Valerie-Clark Roden posted in Town Square April 1, 2014 at 01:25 pm