Wealth Management Resources

Our team offers comprehensive investment management resources to help maximize the probability of clients achieving all that is important to them.

estate planning 101 2

Episode 2: Estate Planning 101 – A Holistic Approach.

In part two of Estate Planning 101, Wealth Manager Kelly Gallimore highlights the crucial starting point in a holistic estate plan: having meaningful conversations with...
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How to Maximize Your Charitable Giving During the Holidays

Written by Tony Pitzer, Wealth Manager and partner As families and businesses alike usher in the season of giving, they are met with ample opportunities...
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November 2023 Market Update

November has been a great month for markets this year, snapping a 3-month losing streak after hitting a high at the end of July. The...
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Episode 1: Estate Planning 101 – What is Estate Planning?

Estate planning is a critical component of working towards alleviating financial stress. Wealth manager, Kelly Gallimore, ChFC, CES, takes you through the basics of estate...
Year-End Financial Checklist, David Elder

The End of The Year Is Coming. Use this Checklist to Prepare Financially and Meet Your Goals.   

Written by David Elder, CFP®, Wealth Manager | Partner The end of the year is upon us, again! It’s time to reevaluate your money situation...
estate planning oct'23

Estate Planning 101 – Everything You Need to Know About Getting Your Affairs in Order 

Written by Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager, Partner What is estate planning?   Estate planning is the process of creating a plan for the...
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Special Commentary: Israel Conflict

How Middle East Conflicts Have Historically Impacted Markets. Please view the full article HERE. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through...
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September 2023 Market Update

In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month's market trends. Please read below to learn more: "Let’s take a...
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Unlocking the Benefits of a 529 College Savings Plan

In this video, Merit Wealth Manager, Andrea Zoeller, CFP®, delves into the critical topic of 529 plans, shedding light on the top questions from potential...
Expecting to be Laid Off? Here’s How to Prepare Financially and Come Out on Top

Expecting to be Laid Off? Here’s How to Prepare Financially and Come Out on Top

By Scott Meyer, Wealth Manager, Partner According to a CNBC article, nearly 150,000 employees were cut in major U.S. layoffs over the first three months...
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July 2023 Market Update

In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month's market trends. Some of the key points for July's update are:...
How to Have an Amazing Wedding That Won’t Break the Bank

How to Have an Amazing Wedding That Won’t Break the Bank

By Jon Dudzinski, Portfolio Manager In 2022, 47% of engaged couples were planning their wedding on a budget, according to a 2022 study from The...

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