Botkin Family Wealth Management

05/22/2026

04/23/2026

Take Your Child to Work Day, 2026! 6 of our 7 children arrived at 9 AM and took turns climbing the ladder to change the message board outside our office to celebrate Henry's milestone birthday! Henry arrived at 9:30 after successfully obtaining his driver's permit at the DMV. The kids entered our conference room excitedly to see a table filled with prizes. Their first challenge? Decide whether to eat one Peace, Love and Little Donut *now* or wait 20 minutes and be allowed *two* donuts. All of them chose to wait, and we talked about the power of waiting when it comes to money. Invest today, enjoy compounded rewards later! Big Les held a handshaking clinic with the kids focused on eye contact, a smile and a confident grip. He also played left-right-center with the kids after a lesson about individual stocks, showing that sometimes in the short term, investing can feel like a game of chance. We discussed learning to talk with people and most importantly, asking people about themselves and listening to them, and the kids took turns talking with each other and learning all they could. They took a quiz on the history of Botkin Family Wealth Management, partook in an office scavenger hunt, played Who Has (a money game showing the value of coins), competed in a "Draw the CIO" contest, celebrated Big Les's upcoming 75th birthday and by the end we devolved into tossing footballs and playing hide and go seek. Whew! Right around noon, I checked my watch only to find that it was actually 9:51 AM. Lol! A great day with our beautiful kids!

04/07/2026

Join us in congratulating our Executive Assistant, Erin Hutter, on passing her Series 7 exam yesterday! We were on pins and needles here in the office waiting for word from Erin, who was making her first attempt at this fiendishly difficult test after a year of preparation. At 4:26, in came the text: PASSED!

This tremendous accomplishment is especially impressive given that Erin joined us just two years ago from an entirely different industry, having served as Director of The Children's Home of Pittsburgh - a Lemieux Family Center. Since then she has made a wonderful impact on our firm and our client experience - she is a joy to work with, and many clients have commented about her warmth, helpfulness and enthusiastic attention to detail. Holding a Series 7 license will allow her to serve clients at an even higher level, enabling her to process transactions and partner even more knowledgably with advisors and investors.

Erin, we are proud of your hard work, determination and growth! Congratulations!

10/08/2025

For many years, we've talked with clients about the reality that wealthier Americans must create a financial plan to sustain them for a long life - because wealth is correlated to better health and longevity.

Low-income older Americans on average die nearly a decade earlier than wealthier people, a new analysis finds.

10/01/2025

Thanks, Mum, for decorating the office for fall! 🤎

08/30/2025

Enjoy this beautiful holiday weekend!

08/27/2025

Throughout the year, Botkin Family Wealth Management offers educational programs exclusively to our clients through our conference call series. Today, over 60 clients tuned in to hear Dr. Marc Milstein, best-selling author of “The Age-Proof Brain,” share information about how to keep our brains young, improve memory, how to become an elite sleeper (critical to brain health) and other keys to health, happiness and longevity.

08/25/2025

Congratulations to our wonderful executive assistant, Erin Stanley, on her marriage to Chris Hutter! We celebrated at their beautiful wedding at the National Aviary on Saturday, and we wish Erin and Chris a lifetime of happiness! 🥂 ❤️

07/10/2025

Take your child for a sweet treat on this warm summer day. 🍦

05/23/2025

This weekend, we remember. 🇺🇸