Women & Wealth

Empowering Women’s Financial Future

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Ladies First Retirement: Empowering women for a confident retirement

At BrightPath Wealth Management, we understand many women will take on the role of the primary financial decision-maker at some point in their lives—95% of women, in fact. 1

How L.I.F.E.™ supports women’s planning

Liquidity for life’s transitions, Income that reflects career patterns and longevity, Future for growth and healthcare costs, Estate that reflects your wishes. The framework keeps trade-offs transparent.

Our Ladies First Retirement program is designed specifically to help you navigate any complexities that may come along side of retirement with confidence. We know traditional financial seminars may often miss key pieces of the puzzle, which is why we focus on creating an authentic and supportive space where women can connect and learn.


Our women-only events offer a relaxed atmosphere featuring insightful conversations on retirement planning. We’ll cover topics that matter most to you, including Social Security taxes, hybrid long-term care, lifetime income, and accumulation vehicles, with special attention to unique challenges women face. Whether it’s preparing for an income gap or understanding tax implications, Ladies First Retirement is here to help you create a roadmap for a purposeful and fulfilling retirement journey.

Women are NOT a niche market.

Let’s get one thing out of the way right up front… Contrary to what the general financial industry would have you believe, women are not a niche market. They are THE market. It’s time we stop treating women’s financial challenges as one-offs. 

40-45%

of all personal wealth in the United States is controlled by women. 2

45%

of women out earn their husbands. 3

67%

of women invest outside of their retirement accounts, up from 44% in 2018. 4

85%

of U.S. consumer spending is controlled or influenced by women. 5

Amy Roberts
Advisor

Amy Roberts, a Kansas City native, and a licensed financial professional and licensed Real Estate Advisor in both Kansas and Missouri. Amy is passionate about helping individuals, families, and business owners manage, grow, and protect their wealth. She has a Series 65, and licenses in Life & Health, Property & Casualty.


Her background in finance and as an entrepreneur have given her a deep understanding of how to guide clients through major life decisions —whether that’s planning for retirement, protecting assets, investing wisely, or building generational wealth. Amy brings a personal, education-driven approach to every relationship, helping her clients feel empowered and informed about their financial future.


Beyond finance, She is a passionate entrepreneur, community advocate, and mother of three. Amy owns Serendipity Farm and Vine, a Kansas agritourism business that includes a farm winery, wedding and event venue and wine and coffee tasting room. She is proud to host charitable events at her farm winery to support local non profit organizations, combining her love for helping people with meaningful impact.


No matter where you are on your financial journey, you deserve guidance you can trust and strategies designed to help you feel confident, secure, and empowered about your future — and Amy is here to help."

Robin Hofheinz

Guiding women to financial empowerment: Robin’s journey of service and expertise.

Robin Hofheinz brings 20 years of experience from the investment, insurance, banking, and legal fields. Robin is driven by a commitment to service, instilled during her West Texas childhood by her minister/professor father and social justice activist mother. Raised in a community where a handshake and a verbal commitment held as much weight as any written contract, Robin learned early the values of trust and integrity. An orphan by the age of eleven, Robin had already received the moral anchors that would guide her through a life dedicated to service.


Robin graduated with a Bachelor of Arts from Mills College in the San Francisco Bay Area, where she lived for nearly two decades. After the loss of her partner to lung cancer in 2002, Robin found herself re-evaluating her life’s purpose. In the years that followed, she realized her experiences had uniquely equipped her to guide others, particularly women, through the financial risks, twists, and turns on life’s ever-changing path.


Recognizing unique financial challenges women face—including career breaks for caregiving, longer life expectancies, and specific retirement needs—Robin is deeply attuned to female-centric investment strategies and risk tolerance. Many women feel more comfortable discussing personal financial matters with her, fostering an atmosphere of confidence and understanding. Her personal mission emphasizes financial independence and empowerment, encouraging women to take control of their financial futures.


In founding the Retirement Freedom Team, Robin sought to provide solid financial support for hard-working people from all walks of life. She’s dedicated to making complex financial information accessible and understandable, quickly earning a reputation for clarity and empathy. Today, she remains committed to helping baby boomers and younger generations alike achieve financial stability through customized advice that resonates with their priorities and values.



Matt is invested in women’s financial well-being because of his mother.

Matthew Schuller
President & Founder of BrightPath Wealth Management

Matthew is committed to helping women understand how their money is working for them. Inspired by his highly educated mother—a schoolteacher who was often overlooked by male advisors—Matthew made it his mission to empower women through financial education. He is a dedicated advisor who takes this responsibility seriously, helping ensure his clients, especially women, are fully informed about their wealth management. Matthew is also a published author for Kiplinger and often emphasizes that most people have a product, not a plan. When you work with Matthew, you’ll see how he creates a plan that genuinely addresses individual financial concerns, particularly those unique to women.

As a professional with a focus on women’s financial empowerment, I understand the unique challenges women face in retirement planning. Together, we’ll develop strategies to overcome obstacles like the retirement savings gap and healthcare costs, ensuring a reliable future.

Here's what we cover:

  • Economic Challenges for Women
  • Retirement Planning Essentials
  • Practical Strategies to Grow Wealth
  • Getting Started with Confidence


Financial Planning for Women

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I look forward to meeting you!

Book a no-cost, no-obligation strategy session to begin aligning Liquidity, Income, Future, and Estate to your goals.

Contact Us

Main Office

9200 Indian Creek Parkway
Suite 564

Overland Park, KS 66210

Grand Junction, CO

1114 North 1st

Suite 103-117 
Grand Junction, CO 81501

Little Rock, AR

11524 N. Rodney Parham Rd. 

Suite 4

Little Rock, Arkansas 72212

AR License #16947659