FamilyWealth Management Group - Brodie Patten

FamilyWealth Management Group - Brodie Patten FamilyWealth is a comprehensive wealth management firm based in Sewickley, PA with deep experience i

I am a Financial Advisor with FamilyWealth Management Group in Beaver, PA. For full disclosure, visit our website at www.familywealthgroup.com.

We partner with the best Medicare consulting firm in Pittsburgh to help our clients understand their options when they a...
04/17/2026

We partner with the best Medicare consulting firm in Pittsburgh to help our clients understand their options when they approach 65. It can be complicated and intimidating without some help!

Nothing makes me happier than planning someone's retirement and giving them the confidence to do so!  Are you ready to p...
04/16/2026

Nothing makes me happier than planning someone's retirement and giving them the confidence to do so! Are you ready to plan yours? Life is short! Message me to see how we can help.

Give my daughter a vote!!!
09/15/2025

Give my daughter a vote!!!

Cast your vote for the Beaver County Times' fall high school sports athletes of the week for Sept. 7-13.

Good luck trying to time a potential pullback in this stock market. In the long run, it isn't "timing the market" that i...
08/14/2025

Good luck trying to time a potential pullback in this stock market. In the long run, it isn't "timing the market" that is important, rather "time in the market" that matters.

As the parent of four kids that play travel sports, I find these stats fascinating. This is for the NHL where a much hig...
06/05/2025

As the parent of four kids that play travel sports, I find these stats fascinating. This is for the NHL where a much higher percentage of players in the league were born in the first few months of the year. Why? Because in theory at a young age those older kids are bigger and more mature and therefore make the best travel teams, get the best coaching and training, and are less likely to think they aren't good enough and give up the sport. It makes me wonder whether similar stats would exist when looking at other sports and even the executive ranks at corporations.

We have been telling our clients throughout 2025 that, at some point, a China trade announcement would be made and the m...
05/14/2025

We have been telling our clients throughout 2025 that, at some point, a China trade announcement would be made and the market would have an incredible day. Not the kind of day you want to miss. So as long as you didn't panic and get out of the market, you are okay. Note: this does not mean we are completely out of the woods. But it feels a lot better than it did 4 weeks ago!

Are you between 60 and 63 and still contributing to your 401K?  Take advantage of the new $3,750 super catch-up provisio...
01/07/2025

Are you between 60 and 63 and still contributing to your 401K? Take advantage of the new $3,750 super catch-up provision if you can!

The Fed's recent rate cut, and any future rate cuts that come down the pike in the next year, should not influence your ...
10/14/2024

The Fed's recent rate cut, and any future rate cuts that come down the pike in the next year, should not influence your retirement savings strategy. Simply put, if you're still many years away from retirement, you should be putting the bulk of your savings into the stock market.

The Fed's actions might impact your day-to-day finances, but they shouldn't affect your long-term plans.

7 Things to Know About Social Security and Taxes
08/09/2024

7 Things to Know About Social Security and Taxes

The interactions between Social Security and other income can cause unexpected tax results, Joe Elsasser says.

06/10/2024

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Sewickley, PA
15143

Website

https://www.familywealthgroup.com/Brodie-Patten.e1065783.htm

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