Smart Investing Strategies for High-Net-Worth Women in 2025

High-net-worth women are confident in their investment strategies and outperform their peers. They build wealth with solid financial plans, work with financial experts, and stay disciplined through market ups and downs. According to Charles Schwab, 96% of high-net-worth women feel confident in their strategy, compared to 88% of women investors overall. They tend to have a formal financial plan in place and are more likely to work with a financial advisor. Their disciplined approach to investing leads to better outcomes.

High-net-worth women are increasingly demonstrating confidence and proficiency in their investment strategies, outperforming their peers. According to Charles Schwab, 96% of high-net-worth women feel confident in their investment strategies, compared to 88% of women investors overall. This confidence is bolstered by their disciplined approach, formal financial plans, and collaboration with financial experts [1].

A recent study by Charles Schwab found that high-net-worth women are more likely to have a formal financial plan and work with a financial advisor. This structured approach helps them navigate market fluctuations and make informed investment decisions. Their disciplined strategy leads to better outcomes, as they are less likely to make impulsive decisions during market downturns.

One key indicator of their success is the performance of Ventas, Inc. (NYSE: VTR), a real estate investment trust (REIT) focused on senior housing communities. In the first quarter of 2025, Ventas reported an earnings per share (EPS) of $0.87, exceeding the consensus estimate of $0.85. The company's quarterly revenue increased by 18.3% year-over-year, driven by strong demand for senior housing services [2].

Institutional investors, including RWA Wealth Partners LLC, have shown confidence in Ventas' growth prospects. RWA Wealth Partners purchased 7,198 shares of Ventas' stock valued at approximately $495,000 during the first quarter. Other major investors, such as Nuveen LLC, JPMorgan Chase & Co., Vanguard Group Inc., Northern Trust Corp, and Rush Island Management LP, have also increased their stakes in Ventas, indicating their belief in the company's potential [2].

Analyst ratings for Ventas are generally positive, with a consensus rating of "Moderate Buy" and a consensus price target of $73.40. The stock's price-to-earnings-growth ratio of 2.44 and a beta of 0.87 suggest a balance between growth and risk [2].

The success of high-net-worth women in investing is a testament to their disciplined approach and strategic planning. By staying informed, working with experts, and maintaining a long-term perspective, they are able to navigate the complexities of the financial markets and achieve better outcomes.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-7198-shares-in-ventas-inc-vtr-purchased-by-rwa-wealth-partners-llc-2025-08-21/
[2] https://www.marketbeat.com/investing/stocks/ventas-inc-vtr/