Financial planning designed specifically for women, at every stage of wealth
Women of Wealth
Women of Wealth is Mason’s program for women across Virginia, Maryland and the DC metro area, dedicated to helping you build clarity and confidence around your finances, whether you’re just starting to engage or navigating a major transition.
Why Women of Wealth Exists
We believe that no woman should have to worry about money while they are also grieving, transitioning, or rebuilding.
Where It All Began
Early in her career, Sarah Baker, CFP®, sat with a woman whose husband had died suddenly. The woman asked her a simple question: Do I have any money in my checking account?
She did. But she had never been the one managing it, and in the middle of grief, she had no way to know that on her own. That moment shaped a conviction Sarah has carried ever since: no woman should have to worry about money while they are also grieving, transitioning, or rebuilding.
Women of Wealth was built around that conviction. It exists so that every client, regardless of who historically managed the household finances, has a clear picture of their own financial life and a trusted advisor to walk through it with them.
Who Women of Wealth is For
Based in Reston, VA, Mason works with women throughout Virginia, the metro DC area, and Maryland who are…
- Navigating the loss of a spouse
- Going through or recently finalized a divorce
- Managing a new inheritance
- Approaching or entering retirement
- Selling a business or navigating a major liquidity event
- Simply ready to engage directly with their financial plan, on their own terms
What Women of Wealth Offers
For many households already working with Mason, Women of Wealth means both spouses have a seat at the table, not just one. Others come to Mason through direct connections and referrals.
Either way, the approach is the same: a plan built around the client in front of her, not around assumptions about what she already knows.
One-on-one financial planning that addresses both the technical and the personal side of a transition, from account access and beneficiary designations to long-term investment strategy.
Mason hosts events throughout the year designed around community and connection, not just financial content. Some are educational. Others are purely social, built to introduce women to each other and to Mason in a low-pressure setting. Attendees are encouraged to bring a friend.
A growing library of checklists, guides, and educational content built specifically for women navigating financial transitions, including an Investment 101 series designed to make foundational investing concepts approachable, not intimidating.
Meet Sarah Baker and Amy Mitchell
The Women of Wealth Initiative Leaders
Sarah Baker and Amy Mitchell co-lead Mason’s Women of Wealth program. They work directly with women navigating major financial transitions, including divorce, widowhood, inheritance, and retirement, helping them build clarity, confidence, and a financial plan that reflects their own goals and values.
Sarah Baker, Senior Wealth Advisor
Sarah Baker, CFP®, Senior Wealth Advisor, has spent more than two decades walking alongside clients through the moments that matter most, from losses to milestones. She began her career at Vanguard before spending twenty years as a wealth advisor at independent RIA firms, and she joined Mason in 2021.
Her practice centers on women and wealth, including life transitions such as death, divorce, retirement, business sale, and inheritance, along with legacy planning for clients asking what happens with what they don’t need. Sarah holds the CFP® designation and a Bachelor of Science in Finance from West Virginia University.
Committed to financial literacy, Sarah volunteers with Britepaths and serves on the FPA National Capital Area local board, where she leads the chapter’s pro bono efforts.
Meet Sarah at the event, or reach out ahead of time at 703.716.2187 or sbaker@masoncompanies.com.
Amy Mitchell, Senior Wealth Advisor
Amy Mitchell, CFA, CFP®, CPWA®, Senior Wealth Advisor, partners with families to build financial plans around their “why” and advocates for involving both spouses in every step. She specializes in helping women navigate widowhood, divorce, and caring for elderly parents.
Amy brings decades of finance experience, including time at the FDIC and as a Brookings Institution Legislative Fellow advising a U.S. Senator, before moving into wealth management at planning-focused RIA firms.
She holds the CFA, CFP®, and CPWA® designations and belongs to the CFA Institute, the Northern Virginia Estate Planning Council, and the Financial Planning Association. She graduated from Hood College, completed executive education at Yale University, and earned a financial planning certificate from Georgetown.
Meet Amy at the event, or reach out ahead of time at 703.716.6000 or amitchell@masoncompanies.com.
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Frequently Asked Questions
The Women of Wealth Planning Series is Mason Investment Advisory’s financial planning initiative dedicated to serving the unique needs of women at every stage of wealth. Led by Sarah Baker, CFP®, the program provides financial planning, investment management, and ongoing guidance designed specifically for women, including those navigating major life transitions such as divorce, inheritance, loss of a spouse, or retirement.
No. Women of Wealth events are open to both existing Mason clients and women who are new to Mason. Many attendees bring a friend or family member who has never worked with Mason before.
That’s common, and it’s exactly why Women of Wealth exists. Our goal is to make sure both spouses have the same clear picture of the household’s financial life, not just one. Whether you’re building on what you already know or starting fresh, the aim is to get you and your spouse fully aligned, together.
No. While many clients come to us during a specific transition, Women of Wealth also works with women who simply want a financial planner who engages with them directly and builds a plan around their own goals.
While Mason is based in Reston, Virginia, and works closely with women throughout the DC metro area, the firm also serves clients across the country.
We Look Forward to Helping
Empower Your Future.
Every life brings transitions. Our goal is simple: whoever you are, and whatever role you’ve played in managing your family’s finances, you should never have to face a transition without a trusted advisor and friend beside you.
That is what Women of Wealth is built to provide.
Not just a plan, but peace, in every part of the journey.