The Wealth Management Group

06/17/2026

Here's to lake days, family time, and making memories that last.🌞

06/16/2026

Service has no borders.

We're proud to celebrate one of our team members, Hattie Crockett, who recently traveled to Uganda with Beyond Uganda. Beyond Uganda is a local ministry that focuses on investing in lives through faith, compassion, and connection.

Her willingness to step out, serve others, and be a light reflects the values we strive to live every day. Thank you for making a difference and for sharing your heart with the world.

The Beyond Uganda link is shared below!
https://beyonduganda.org/

06/15/2026

The strongest financial plans aren’t built overnight. They’re built through consistent decisions, patience, and a long-term perspective.
Plant the seeds today. Enjoy the shade later. 🌳

06/15/2026

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman reminds us that a Fed hold may not be exciting, but consistency counts. See more in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

06/12/2026

We hope you have a great weekend!

06/10/2026

Today, we are grateful to welcome Idols Aside Ministries to the pond. Through mentorship, discipleship, and meaningful relationships, they are making a lasting impact of fatherless youth throughout our community.

Thank you to the men who invest their time, guidance, and hearts into the next generation.

Tap the link below to their website.

https://www.idolsaside.com/

06/09/2026

Markets don’t take a summer break—and your financial strategy shouldn’t either. Stay focused, stay invested, stay bullish.

06/09/2026

Read the latest issue of Retire Wise here:

Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

06/08/2026

Charge into the week with purpose!