The Great Wealth Transferis now.
Today, women control a third of total US household financial assets—more than $10 trillion—and this number is expected to grow to $34 trillion by the end of the decade.1
The financial industry is noticing.
But too often, the response feels reactive, with big banks and firms adapting their strategies and products to fit their assumptions of what women want.
We believe in starting with her.
1Baghai, P., Howard, O., Prakash, L., & Jill Zucker, J. (2020). Women as the next wave of growth in U.S. wealth management. McKinsey & Company.
About Annie CLTC, ChFC®, RICP®
Annie Book is a teacher at heart. Her passion is empowering women by equipping them with the knowledge and confidence to make well-informed financial decisions, take control of their lives, and enjoy the journey along the way. She believes every woman has the right to live life by her own design—not someone else’s default—and that financial clarity is a powerful step toward that freedom.
For nearly two decades, Annie has guided women through major financial transitions, including divorce, inheritance, retirement, and caring for aging parents. She specializes in generational wealth management and helps families take meaningful steps toward financial independence. Her approach is deeply personal, rooted in education, and designed to help women align their wealth with their values.
Outside of her work, Annie is a devoted wife, mother of four, sister, and friend. She lives in Sherwood, Oregon, and her roots run deep in the Pacific Northwest.
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Strategic Partners
Annie has been supported by North Star Resource Group, one of the largest independent financial services firms in the country, since 2005, and Her Legacy Wealth Management is backed by North Star’s team of specialists.
This partnership allows us to offer thoughtful, well-rounded solutions while staying focused on what matters most: you.
Cetera Wealth Services, LLC operates as our firm’s broker-dealer.
They buy and sell securities, process client business and provide other back-office services to the firm. Advisory services are offered through Cetera Investment Advisers LLC. Together, we bring you a broad range of financial products and services backed by a national network of providers and resources.
BNY Mellon’s Pershing operates as our firm’s custodian.
While we help you manage your assets and make decisions about your financial future, our firm does not physically hold your assets. BNY Mellon’s Pershing, a third-party custodian, holds your assets and works behind the scenes to manage, clear and settle trades.