LPL Financial - Sincerity Wealth Solutions

LPL Financial - Sincerity Wealth Solutions Financial Advising, Retirement , , ,

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

Sincerity Wealth Solutions and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated

with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

05/26/2026

Market ups and downs are normal.

In this week’s Smart Money in the Soo video, we unpack why market cycles matter — and why volatility doesn’t mean your plan is off track.

Understanding how markets naturally move can make it easier to stay focused on the bigger picture.

Do you have a question about market cycles?







Apparently May is the month at Sincerity Wealth Solutions 🌷Dave and Cindy hit 39 years earlier this month — and today Ra...
05/25/2026

Apparently May is the month at Sincerity Wealth Solutions 🌷

Dave and Cindy hit 39 years earlier this month — and today Rachel and Nick are celebrating 13.

Five boys, a wonderfully loud house, and a wife who makes it all run. Happy Anniversary Rachel ❤️

05/21/2026

Our Clients Told Us Why They Refer Us. One Word Said It All: Sincerity. Watch the video to hear the full story — how that word found me 20 years ago, and what our best clients told Nick and me when we asked why they refer people to us. Their answer? Sincere. Honest. Follow through. We didn’t just pick a name. The name picked us. Ready to work with advisors who lead with sincerity? Visit us at https://sinceritywealthsolutions.com

SincerityWealthSolutions

05/19/2026

“I think I’m diversified.”

We hear this all the time.

But diversification is less about the number of accounts and more about how each investment works together. Sometimes the mix people have isn’t the mix they think they have.

This week’s Smart Money in the Soo digs into how to understand your investment picture more clearly.

What’s one investing term you wish was explained more simply?







Happy Anniversary Babe — 43 Years and 47,000 MilesToday, May 15th, Cindy and I celebrate 43 years together — 39 of them ...
05/15/2026

Happy Anniversary Babe — 43 Years and 47,000 Miles
Today, May 15th, Cindy and I celebrate 43 years together — 39 of them married. We met in college, and early on she told me, “I’ve got a good feeling about you.” A couple years later I proposed. During a trip to Hawaii let’s just say she had already thought a few steps ahead of me. Without me knowing it she had rented a sailboat, bought our clothes, my ring, arranged the food, cake, honeymoon…everything. We ended up married on a sailboat off the shores of Waikiki at sunset.
Our first date was picking up her new labrador puppy. We’ve been walking side by side ever since — literally. Nearly 3 miles a day for 43 years adds up to about 47,000 miles, roughly two trips around the world. Those walks are still my favorite part of every day.
Cindy’s strength — quiet but unshakeable — is what carries us through everything. At a pivotal moment in my career, I decided I wanted to play it safe and back out from going independent with LPL Financial. She looked me in the eye and said, ‘You’ve got this — now go be the best!’ I forged ahead and never looked back. The timing wasn’t ideal — it happened to be our anniversary, May 15 2008, and the markets were in freefall. And here we are on the other side. From little Sault Ste. Marie, Michigan, a town of 14,000 people, our practice ranks in the top 7% of LPL Financial’s 32,000 advisors nationwide.
We’ve raised two sons we love deeply, and built a practice that has helped thousands of families work toward their financial goals. I tell Cindy how lucky I am — and boy do I mean it. The best part is there’s still so much more to come. Here’s to our next chapter. I love you.

05/12/2026

How much risk feels right for you?

Risk isn’t just about returns — it’s about behavior, timelines, and purpose working together.

In this week’s Smart Money in the Soo, we talk about how those pieces shape an investment approach that people can actually stick with.

When markets move, what matters most to you: growth, stability, or flexibility?







05/04/2026

Big financial changes rarely start big.

In this week’s Smart Money in the Soo video, we break down how small habits — the kind you hardly notice — can lead to meaningful financial progress over time. You don’t need a major reset to move forward. Just one small step you can stick with.

What’s one small financial habit you want to build this season?







05/04/2026

TURN IT UP. NO, SERIOUSLY. TURN IT UP.
Opening up the cabin and Cindy and I spending our first overnighter of the season in Paradise, Michigan — and we were treated to the most beautiful sound of springtime in the UP. Close your eyes and check it out.

04/30/2026

The Longevity Crisis is coming — and this is my battle cry. Are you ready?

What if AI extends your life to 100 — but your financial plan was only built for 80?
That’s not just a gap. That’s a crisis waiting to happen.
Everyone’s talking about AI taking jobs. Nobody’s talking about THIS.
Get a plan. Stress-test it. Do it now.
📍 Sincerity Wealth Solutions
Sault Ste. Marie, MI · Punta Gorda, FL

04/29/2026

When was the last time you checked your beneficiaries?

In this week’s Smart Money in the Soo video, we walk through why beneficiary designations matter, especially after big life changes. A quick update can make all the difference. Did a major life event change how you’d want things structured?

Reach out if you want to review yours together.







Address

812 Ashmun Street
Sault Ste. Marie, MI
49783

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