You’ve got resources. You’ve got smarts. You’ve got dreams.
But when it comes to money and investing… you’ve got questions.

What if you could discover answers in a community of women like you?

You can.

Come join a select group of dynamic women who strive to take charge of their money and use their resources for good. Women with Capital® is a supportive, pitch-free community.

Taking charge of your money is life-changing.
Learning with others is inspiring and fun.

You will be learning from experts who have in-depth personal and professional experience tackling the very issues you are exploring.

In our series, we will have conversations about wealth, explore which values matter most to you and your family, and learn about the multitude of ways to invest with intention.

• You will have the tools and confidence to make intentional choices about your investments.

• You will know how to invest in alignment with your deepest values.

• You will be inspired by a trusted circle of women with similar goals.

We believe smart investments allow you to take care of your financial future and support the change you want to see in the world.

Women with Capital is a good fit for you if you want to:

• Amplify the good you are doing in the world using your personal and financial capital.

• Better understand how your money is being invested and feel more confident about directing it .

• Be part of a community of women where you can talk openly about wealth, get new ideas for high-impact investing and philanthropy, and receive unbiased advice and support from both instructors and members.

We believe that wealth can be used as a tool for transformative change in our families, communities and globally. For this reason, we seek out women who believe the status quo isn’t working and want to contribute to creating a more equitable and sustainable world.

The Women With Capital® membership includes

Benefits include:

• Signature Educational Series: In the initial six-week series, you'll build a great foundation beginning with how you relate to wealth and then exploring the many ways you can have impact with your capital.  You'll learn from leading experts in the fields of psychology of wealth, impact investing, strategic philanthropy, and angel investing.

• Guest Speaker Meetings are where the whole Women with Capital community meets to have private discussions with pioneering women investors and philanthropists. Together, you'll have access to expert instructors and speakers who are enthusiastic about supporting you and your goals.

• Women with Capital Member Retreat: A new tradition, we'll meet in person to have a  retreat focused on connection, inspiration and new insights.

• Complimentary access to Values Advisor, a curated collection of values-aligned financial advisors, suggested by peers in other high net worth networks. It is free to our members (otherwise, it is a $1,000 fee).

• Confidential Member Forum to ask others for personal recommendations, share successes and challenges.

• Membership in a powerful network of socially progressive women dedicated to making a difference.

When I first took over managing my family’s investments, I looked for resources to educate myself. I was apprehensive about taking charge of our money. I couldn’t find anywhere to ask questions without getting a sales pitch. I needed a source of unbiased information I could use to make decisions of my own, based on my family’s specific needs.

I feel strongly that we can and should have both the information and the support to make healthy financial decisions.

I’m excited to share my process of education and empowerment, and provide resources, inspiration and a community of like-minded women to learn with.

Barbara E. Pierce
Founder, Women with Capital
Read more about me here.

If you believe the status quo isn’t working and want to contribute to creating a more equitable and sustainable world, Women with Capital would be a good match. We seek to create a diverse and trusted community of socially progressive and philanthropic women. We are looking for a select group who want to take control of their money and use it to make a difference.

Each cohort is limited in size to ensure it is a place where everyone feels comfortable asking questions and exploring topics around wealth together.

Eligibility

1. To create a cohort of women with similar concerns, resources and interests, there is a minimum amount of assets we consider for eligibility to join. To protect members' privacy, we do not print a specific number. Since we explore private investments in depth, members need to be accredited investors (based on assets). Please contact us directly and we are happy to share more information.

2. The first step in applying is to have a conversation with Barbara to learn about your interests and goals. Our aim is to create a learning community where members share similar interests in exploring wealth, investing and philanthropy of women with diverse backgrounds and experiences. Before the program begins, Barbara will have a conversation with each new member about their interests, learning style and goals. Our aim is to create a learning community where members share similar interests in exploring wealth, investing and philanthropy and include women of diverse backgrounds and experiences.

3. Since the benefits of being part of a learning community come with consistency, participants are expected to fully participate in the educational sessions in the series.

4. Confidentiality is fundamental to the success of the program. Participants, expert instructors and guest speakers commit to maintaining absolute confidentiality. This trust forms the foundation of our work together.

What does membership in Women with Capital include?

Most of all, membership means you are part of a community where smart, passionate, socially progressive women connect with and support each other in using our personal and financial capital for good.

Benefits include:

• Signature Educational Series: In the initial six-week series, you'll build a great foundation beginning with how you relate to wealth and then exploring the many ways you can have impact with your capital.  You'll learn from leading experts in the fields of psychology of wealth, impact investing, strategic philanthropy, and angel investing.

• Guest Speaker Meetings are where the whole Women with Capital community meets to have private discussions with pioneering women investors and philanthropists. Together, you'll have access to expert instructors and speakers who are enthusiastic about supporting you and your goals.

• Women with Capital Member Retreat: A new tradition, we'll meet in person to have a  retreat focused on connection, inspiration and new insights.

• Complimentary access to Values Advisor, a curated collection of values-aligned financial advisors, suggested by peers in other high net worth networks. It is free to our members (otherwise, it is a $1,000 fee).

• Confidential Member Forum to ask others for personal recommendations, share successes and challenges.

• Membership in a powerful network of socially progressive women dedicated to making a difference.

What does it cost?

The first year of membership is $9,500 which includes the above benefits, including an overnight, in-person Member Retreat this fall. We are a pitch-free zone and accordingly, pay our instructors and speakers for sharing their expertise and time, which is reflected in our fee. We are not money managers and do not pitch any products or services.

Are the meetings held online?

The Fall 2023 core educational series , along with guest speaker meetings, will be held online. This allows for women to participate from across the country and the world.

When will the series be offered next?

The new meeting dates for the upcoming educational series are September 28th, October 12th, December 7th 2023, and January 11, February 8th and March 21st 2024. The sessions are from 10 to 11:30 a.m. PST with a lunch break, returning from 1 to 2:30 p.m. PST. Additionally, our Fall ‘23 Member Retreat will be held in-person in Sonoma, CA, November 2nd and November 3rd.

We are dedicated to creating and sustaining a community of passionate, socially progressive women with wealth, focused on providing deep personal attention and connection. For this reason, we accept new members into small cohorts only once a year.

What is the invitation-only speaker series included in the membership?

We have pioneering women in investing share their opinions and advice on topics such as values-aligned investing, the gender investing gap and innovative ways to use your capital for change. Our inaugural speaker was Sallie Krawcheck, CEO of Ellevest and former CEO of leading Wall Street investment firms including Smith Barney, US Trust and Citi Private Bank among others. 

For example, we had an illuminating and inspiring discussion with Sonya Dreizler and Rachel Robasciotti about what we can do as women with wealth to support racial justice in this country through our investment choices. Other speakers have included Margo Cook, former co-president of Nuveen Investments, one of the largest asset managers in the world and Jen Risher, author of We Need To Talk: A Memoir About Wealth. We have also heard from leading venture capitalists such as Maria Velissaris, founder of Steelsky Ventures, and Lorine Pendleton of Portfolia’s Rising America Fund.

What makes Women with Capital a pitch-free zone?

Unlike other venues where speakers either pay for the opportunity to reach a desirable audience or expect to get business from the engagement, our speakers do not have the goal of securing your business. The instructors are paid for their time and expertise, which is reflected in our fees.

We maintain strict confidentiality and do not share or sell any data at all--ever.

Is this program designed for any particular age group?

Topics are tailored to the concerns of women who want to build and preserve wealth for themselves and their families while, at the same time, giving thought to the difference they want to make in the world. The program is highly customized and based around a cohort of women with similar concerns and is open to all ages.

Can I share this announcement with other women?

You are welcome to refer people to the program individually or in forums for socially progressive, philanthropic women. In this way, we seek to create a diverse and trusted community. We are looking for a select group of women who meet the participant eligibility and who want to take control of their money and use it to make a difference.