An industry-wide professional community

Black Women
in Wealth
Management.

A space for connection, visibility, shared insight, and long-term career advancement for Black women working across wealth management.

Real people. Real paths.

01 / The people in the conversation

From the archive · Table Talk ep. 01

In conversation

A community is
built through
conversation.

Not just job titles or industry statistics. The people, perspectives, and experiences behind the work.

In BWWM’s first Table Talk, LaTanya Beauregard joined the conversation for Branding Beyond the Buzzwords — a discussion about authenticity, visibility, and the human side of professional identity.

“A brand isn't just what you say. It's what people experience.”
LaTanya Beauregard · From her published episode reflection

Watch the conversation

Featured guest

LaTanya Beauregard

Table Talk · Ep. 01

BWWM TABLE TALK

BRANDING BEYOND THE BUZZWORDS · Episode 01

02 / The story behind the space

It started with what was missing.

As I began navigating wealth management, I became increasingly interested in the women whose careers, perspectives, and contributions weren’t always easy to discover. Across the industry, Black women were building businesses, shaping organizations, and pursuing paths that deserved greater visibility.

I founded BWWM to bring more of those stories and perspectives into view, while creating space for the relationships and shared experiences that make professional communities meaningful. Because sometimes, exposure to someone else’s path can introduce possibilities we hadn’t imagined for ourselves.

“Sometimes, seeing what someone else has accomplished changes what you imagine for yourself.”
Tiahna LilavoisFounder, Black Women in Wealth Management

Discover our story

03 / Why we’re here

Our mission, made tangible

More than a job title. An entire industry.

There’s not only one way to work in wealth management. BWWM exists to make the people, paths, and work across the field easier to see and connect with.

Connection

Relationships across firms, disciplines, locations, and career stages.

Visibility

Recognition for work and perspectives that deserve to be seen.

Shared insight

Space for honest conversations, questions, and professional learning.

Growth

Making long-term career paths and possibilities more tangible.

Across the industry

Financial Planning
Financial Advisory
Investment Management
Portfolio Management
Operations
Compliance
Client Service
Private Banking
Trust & Estate Services
Fintech
Research & Analysis
Risk Management
Leadership
Practice Management
Business Development
Marketing & Communications
Product & Distribution

04 / From the editorial desk

Research and perspective

BWWM Editorial graphic: affluent women rank growing their wealth as the number 1 financial priority, while advisors expected it to rank number 8.

Research · Perspective · Women and wealth

The woman wealth management thinks it knows.

What happens when the industry's understanding of women doesn't match what women actually want? Drawing on BlackRock's Future of Wealth research, BWWM examines the disconnect between affluent women's financial priorities and the assumptions advisors make about them.

Read the Research

05 / Keep the door open

Step into the conversation.

Join the BWWM community for connection, visibility, shared insight, and opportunities to gather with Black women across wealth management.

Black Womenin WealthManagement.

A community isbuilt throughconversation.