Ullmann Wealth Partners

06/24/2026

At Ullmann Wealth Partners, we’re always looking for ways to bring our clients and community the latest insights in health, wellness, and longevity.

Our upcoming Longevity Webinar on June 25th at 2 PM is packed with new and valuable information you won’t want to miss.

Join us for a special conversation with Pamila Brar of Mayo Clinic as she shares insights on the exciting new Longevity Division she is leading.

Reserve your spot today: https://www.ullmannwealthpartners.com/longevity

Can’t join us live? A recording will be available on our website shortly after the event.

Join us for an exclusive webinar featuring Dr. Pamila Brar, Medical Director of the Longevity Program at Mayo Clinic Jacksonville's new Longevity Center. Dr. Brar will share how Mayo Clinic is advancing the science of longevity and healthy aging through innovative, personalized approaches to care.

06/22/2026

Three books worth adding to your list right now if you care about protecting your wealth and understanding where the economy is headed.

The first is Strangers, a memoir by Belle Boggs about an heiress who went through divorce and realized too late that she had failed to protect her family trust. It is a fascinating read from an estate and marital protection standpoint.

The second is 1929, which chronicles everything leading up to and following the Great Depression. History doesn't repeat itself but it sure does rhyme, and the parallels to today are hard to ignore.

The third is The University of Berkshire Hathaway, a collection of notes taken by two attendees across 32 consecutive years of Berkshire Hathaway shareholder meetings. Watching how their insights evolved over time makes this one genuinely hard to put down.

06/19/2026

Proud of our own Carrie King for moderating this Women’s Health webinar with Dr. Jacqueline Thielen of the Mayo Clinic.

The discussion covered hormones, menopause, and how treatment options for women are evolving with new research and understanding.

06/17/2026

Meet Jennifer Werba, our Director of Marketing and Communications and the person behind every event, newsletter, and story we tell as a company.

From client and community events to monthly newsletters, podcasts, and PR opportunities, Jennifer works to make sure the people around us always know what makes Ullmann Wealth Partners special and why our team is worth knowing.

We are lucky to have her and even luckier that she loves what she does.

06/15/2026

Even the most educated, privileged, and well-resourced people make devastating financial mistakes when emotions are involved and the worst case scenario feels too uncomfortable to plan for.

Belle Burden was a Vanderbilt and Standard Oil heiress who signed a prenup that left her nearly stripped of everything she brought into her marriage, not because she was careless, but because she didn't slow down to truly consider what could go wrong.

The people advising you are not trying to be pessimistic. They are trying to protect you, and the time to listen to them is before you need to.

Reach out to our team at https://bit.ly/4xkhXxb to make sure your assets are protected.

06/15/2026

Join us on Thursday, June 25, from 2:00–3:00 PM EST for an exclusive webinar featuring Dr. Pamila Brar, Medical Director of the Longevity Program at Mayo Clinic Jacksonville's new Longevity Center.

Learn how Mayo Clinic is advancing the science of longevity and healthy aging through innovative, personalized approaches to care. Dr. Brar will discuss emerging trends in longevity medicine, strategies to optimize healthspan, and the latest research helping individuals live healthier, more vibrant lives for longer.

Register today: https://www.ullmannwealthpartners.com/longevity

06/12/2026

Financial planning goes far beyond your investment portfolio, and most people are only paying attention to one piece of the puzzle.

A thoughtful plan looks at your investments, taxes, charitable giving, and estate planning together as one picture so that your money is working as efficiently as possible in every direction. The goal is to reach a point where you can live your life without constantly worrying about money.

That takes not just a good plan but the discipline to stick with it.
If you want to see what a complete financial plan actually looks like, reach out to our team at www.ullmannwealthpartners.com/contact-us2

06/11/2026

Almost everyone wants to pay less in taxes, yet one of the most common mistakes we see is how high net worth investors handle their cash.

We reviewed a $20 million portfolio where the funds were sitting in a taxable money market, generating enough in dividends and interest that a retired couple with minimal Social Security was reporting over $500,000 in ordinary income. That is a costly and very avoidable mistake.

Comment below if this is something you have thought about and we will share how we can help: www.ullmannwealthpartners.com/contact-us2

06/09/2026

Carrie King continues the conversation on women’s health.

In this segment from our Women’s Health webinar, Carrie speaks with Dr. Jacqueline Thielen of Mayo Clinic about non-hormonal treatment options for menopause symptoms and the role lifestyle plays in long-term health.

Important topics and a great discussion.