Comprehensive Wealth Partners

10/13/2026

What shapes our financial decisions? 🧠

Join CWP's October Money Matters on Thursday, 10/22 at noon EST as Private Wealth Advisor, Aaron Walke, explores the psychology behind money and Financial Advisor, Charlie Reymann, shares year-end action items to keep on your radar.

👉 Register under the "Events" tab on our website to receive the live webinar access link: https://bit.ly/3VO2Ldm

10/12/2026

A little year-end financial housekeeping can go a long way. ✔️

As we head into the final months of the year, now is a great time to make sure:
(1) your financial plan is up to date,
(2) your advisor knows about any changes in your life, and
(3) you've discussed any year-end items that may need attention.

👉 Use this checklist as a quick guide - and if you haven't connected with your financial advisor recently, now is a great time to get a meeting on the calendar!

https://bit.ly/4hHPKuw

10/09/2026

Happy 3-Year Work Anniversary! 🎊

We're so grateful for the exceptional service you continue to provide our clients and for your commitment to growing along the way. Cheers to 3 years and many more - thank you Robin! 👏

10/08/2026

A few members of our team are getting a head start on our Meals on Wheels - Messages of Love campaign! 💌

Throughout the fall, we'll have a card-making station on the coffee table in our lobby. If you're visiting our office for an appointment, we'd love for you to write a short note while you wait. Our cards will be shared with Meals on Wheels recipients across the country.

The Meals on Wheels network supports 2.6 million seniors each year, and more than 1 million Meals on Wheels clients live alone. A handwritten message delivered with a meal can offer encouragement and remind someone that they're cared for.

A few minutes and a few kind words can truly make someone's day! ♥️

https://bit.ly/4yIgEZc

10/06/2026

A little rain couldn't dampen our Buckeye spirit! 🏈

We had a great time exploring Ohio Stadium with our clients and their guests. Thanks to everyone who joined us for a behind-the-scenes tour and a memorable morning together. Go Bucks! ❤️🩶

10/05/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

10/02/2026

Year-end will be here before you know it! If you're required to take an RMD, now is a good time to make sure it's on your radar.

And if charitable giving is part of your plan, a Qualified Charitable Distribution (QCD) may be worth considering as part of your year-end strategy.

👉 Talk with one of our financial advisors and your tax professional about what makes sense for you. And if RMDs, QCDs, or any of this is new to you, we're here to help you understand your options and get started.

https://bit.ly/4zeTJVl

https://bit.ly/3VpLAyG

09/29/2026

Please join us in wishing congratulations to Amy on her 18th year with Ameriprise! 🎉

As a Paraplanner, Amy'd knowledge and behind the scenes support help make a meaningful difference for both our clients and our team. Thank you for the years of incredible service - we're grateful to celebrate this milestone with you!

09/27/2026

Cognitive decline impacts more than just quality of life—it can also result in substantial long-term care expenses. The good news? There are proactive steps you can take to help protect both. Let’s connect to explore strategies that can make a lasting impact.

09/25/2026

Thank you to everyone who joined us at the CWP office last night for Medicare 101! We enjoyed welcoming clients and guests for an evening of learning and conversation.

A special thank you to our guest speaker, Evan Rogers, for sharing his knowledge and answering questions about Medicare. We hope everyone left feeling more confident about navigating their Medicare options!