JH Pierce Wealth Management, P.C.

10/03/2026

Congratulations, Josh! Your dedication to client care, service, and professional education shows in everything you do. We’re proud to see that commitment recognized with a 2026 NAIFA Quality Award!

Award Details—
The 2026 NAIFA Quality Award — Financial Advising and Investments was presented by the National Association of Insurance and Financial Advisors (NAIFA) in September 2026, based on evaluation metrics spanning January 1 through December 31, 2025. The award recognizes association members who demonstrate professional success, quality client service, and strict adherence to NAIFA’s Code of Ethics, including the requirement that NAIFA members always serve the best interests of their clients. JH Pierce Wealth Management paid an annual membership fee and an application fee to NAIFA for Josh to be considered for this award. Payment of the fee did not guarantee selection, and no compensation was paid in exchange for receiving the award. Third-party rankings and recognition are no guarantee of future investment success, do not ensure that a client will experience a higher level of performance, and are not indicative of client evaluations or future results.

10/02/2026

A lot of folks who are retiring soon ask how much money they need to have to safely retire. That's the wrong question.

We start with these three considerations instead:
1. Cash flow (not money sitting in accounts)
2. Tax efficiency
3. Long-term care planning

Smart, proactive planning can help you retire feeling confident that you're ready for the next stage of your life.

If you're thinking about retirement and feeling unsure if your financial plan is ready for it, get in touch. We'll take a look at your current plan and walk you through your options so you can make an informed decision about what comes next.

Schedule a call: https://calendly.com/d/dv4f-g5x-qb4

09/30/2026

Thank you to our County 17 community for this honor!

Congrats to JH Pierce Wealth Management, P.C. for being voted by readers as one of County 17’s BEST Financial Advisor/Professional!

County 17’s Best winners, we'll be at Studio City Foothills today until 6 p.m., handing out awards and snapping red carpet photos. Check if you're a winner at county17.com/best

09/25/2026

We all want to find the most effective solutions for managing our money. That's what scammers are counting on when they promise a miracle fix to organize our complex financial lives.

If it sounds too good to be true, chances are it probably is.

That doesn't mean there aren't real, effective strategies for growing and protecting your money. It means you're most likely to find those solutions when you work with a professional you trust who takes the time to understand your circumstances and goals before recommending a strategy.

If you've seen a financial strategy floating around online and you're wondering whether it could work for you, send us a message. We're always happy to take a look and let you know what the deal is.

09/22/2026

Our Gillette Office will be closed from Wednesday-Friday this week, September 23-25, 2026.
Our team will still be available by phone at (307) 257-8621 for any questions or service needs.

Thank you for your understanding!

09/18/2026

The "family office" used to be reserved for ultra-high net worth families. We think rural Americans deserve access to that same high level of comprehensive financial service to help coordinate and build a legacy across generations.

With multiple generations of your family working with one firm, your family philosophy and priorities can be maintained. Our goal is to help you grow and transfer family wealth efficiently and in a way that honors your values.

Schedule a call with us if you'd like to learn how to start that process: https://calendly.com/d/dv4f-g5x-qb4

09/11/2026

Do you ever feel like the economy you hear about isn’t the one you’re living in?

You could be on the wrong arm of the K-shaped economy.

Folks who are heavily invested in the stock market may feel pretty good about where they’re at, while others are making tough choices in the grocery store. That gap is one reason basic financial planning, investing, and money management habits matter.

What you do with your income, savings, investments, and other assets can make a real difference over time.

We break down some of those financial basics in our Finance 101 series on YouTube. Check it out:
https://www.youtube.com/playlist?list=PLUg44hgXQPZNCHPEAjodbh2eQBwKAjXnh

09/03/2026

Business owners without an HR team end up spending a lot of time and energy coordinating their benefits advisors. Health insurance, disability insurance, group life insurance, 401(k) plan... Each benefit you offer comes with its own agent or advisor, responsibilities, and considerations.

We offer a simplified solution: one office coordinating providers, asking the right questions, and making sure all the pieces work together.

We work with you to build and maintain a benefits plan that meets your business and your employees where they're at and takes the load of coordination off your shoulders.

Request a review of your current benefits package: https://jhpierce.com/contact-us/

Learn more about our comprehensive Employee Benefits service: https://jhpierce.com/401k-employee-benefits/

08/27/2026

Did you know that sponsoring a 401(k) plan can make you personally responsible for more than just offering a great employee benefit? A lot of business owners don't understand the fiduciary liability they are personally taking on with that plan. Unfortunately, not all advisors do either.

If anything goes wrong with the plan, you as the business owner could be personally liable. That's a tremendous responsibility you're taking on.

You'll sleep better at night knowing your plan has had a fiduciary review to make sure it's being managed properly. If you aren't sure when the last time is that happened, get in touch with your advisor, or reach out to us for a complimentary fiduciary review of your plan.

https://jhpierce.com/contact-us/

08/26/2026

Thank you Campbell County Chamber of Commerce and everyone who came out to celebrate!

This was a special moment to mark our new office location and 7 years of providing rural families and business owners with the comprehensive financial services they deserve.