March is Women’s History Month, a time to recognize the women shaping industries, breaking barriers and leading with impact. At Wealth Matters Consulting, this month holds special meaning—our firm was founded by a woman, is led by women and was built to create opportunities in an industry where female leadership remains underrepresented.
In this special episode of Wealth Matters Conversations, Director of Strategy and Client Experience, Carly Augeri, sits down with our Founder & CEO Rosemary Denney to talk about her journey—from launching WMC as a solo consultant to growing a firm that now serves some of the nation’s top wealth managers.
Rosemary shares her journey from politics to wealth management, the challenges of scaling a firm without outside capital and why an all-female team gives WMC a unique edge. She also highlights the power of professional networks in supporting women in the industry.
Watch the full conversation to hear Rosemary’s story, her take on the industry’s future and the role women will continue to play in shaping it.