FourThought Private Wealth

01/20/2026

After nearly 30 years in financial services, Larry Cuervo has worked at both boutique firms and large institutions. That perspective shaped his decision to join FourThought Private Wealth.

Larry shares why firm structure matters more than people realize, and how a boutique model allows advisors to stay closer to clients, move faster, and deliver more thoughtful, personalized advice.

If you’ve ever wondered what really makes an advisory relationship work, his perspective is worth a few minutes.

Why Choosing a Boutique Wealth Firm Matters Selecting a financial advisor isn’t just about investment performance or brand recognition. It’s about trust, responsiveness, and finding a professional who truly understands the complexity of a client’s life and legacy. After nearly three decades in...

01/09/2026

If you missed January’s Coffee with FourThought, the replay is now available.

This month’s conversation takes a step back from daily headlines to reflect on what shaped markets in 2025 and what investors are watching as 2026 begins. We focus on context, expectations, and long-term discipline rather than predictions or short-term market moves.

Coffee with FourThought is designed to be an educational discussion. A simple way to stay informed without feeling overwhelmed.

January’s Coffee with FourThought opens the year with a calm, grounded review of where markets have been and what lies ahead. Joel Johnson and Jake MacFarlane reflect on the key forces that shaped markets in 2025, including earnings growth, valuation changes, inflation trends, and interest rate dy...

01/06/2026

Coffee with FourThought | January Edition

This educational discussion features Director of Planning, Joel Johnson, and Senior Research Analyst, Jake MacFarlane, as they share timely insights, planning considerations, and perspectives on current financial topics. It’s a simple way to stay informed without the noise of daily headlines.

Attend live, submit questions in advance, and start the year with a clearer view of what we’re watching as 2026 takes shape.

Thursday, January 8 at 10:00 a.m. ET, Live on Zoom

Register to save your spot:

12/22/2025

Quick visit from Santa. Merry Christmas and Happy New Year from our FourThought family to yours!

Please note the change in our hours during the holiday:
Early Close December 24 at 1:00 p.m.
Christmas Day, December 25, Closed
New Year's Day, January 1, Closed

12/12/2025

It’s been a milestone year at FourThought Private Wealth, and we’re excited to celebrate several team promotions along the way.

These leadership advancements reflect the growth of our firm and the people who help serve our clients every day. We’re grateful for their dedication and proud to see them take on expanded roles.

Learn more in the full announcement.

https://na2.hubs.ly/H02y3qf0

12/03/2025

What a night! Thank you to all who joined us for our annual Christmas Parade Viewing Party. This year felt especially meaningful as we helped kick off the Centennial Celebration of the City of Venice.

From festive lights to family laughter, it was an evening full of joy, connection, and community pride. We are grateful to celebrate this season and our city’s incredible 100-year history with the people who make Venice feel like home.

At FourThought, we are passionate about helping families plan with purpose and celebrate life’s meaningful moments together.

Here’s to tradition, togetherness, and a wonderful year ahead.

12/03/2025

Join us for December’s Coffee with FourThought tomorrow, December 4, at 10:00 AM as we close out 2025 with a look at the current market landscape, key economic trends, and the year-end planning steps that matter most. Joel and Brad will share a quick market and earnings update, then spend focused time on practical strategies to help you finish the year strong and prepare for 2026.

11/25/2025

Join us for December’s Coffee with FourThought as we close out 2025 with a look at the current market landscape, key economic trends, and the year-end planning steps that matter most. We will share a quick market and earnings update, then spend focused time on practical strategies to help you finish the year strong and prepare for 2026. Live Q&A to follow.

Thursday, December 4 at 10:00 a.m.

Save your seat and bring your questions. forward to 2026.

Join us for December’s Coffee with FourThought as we close out 2025 with a look at the current market landscape, key economic trends, and the year-end planning steps that matter most. Joel and Brad will share a quick market and earnings update, then spend focused time on practical strategies to he...

11/14/2025

We’re proud to share some exciting news. FourThought Private Wealth has been named to Forbes’ 2025 list of America’s Top RIA Firms, developed by SHOOK Research.

This recognition is a reflection of our team’s commitment to helping clients find confidence and clarity in their financial lives. For more than five decades, our focus has been guiding families, business owners, and institutions through life’s complexities with thoughtful planning, disciplined investing, and values-driven advice.

We’re also celebrating Alexander Herrington, CFP®, who was named to the Forbes | SHOOK Research Top Next-Gen Wealth Advisors Best-In-State list. His recognition highlights the dedication, collaboration, and care that define our entire team.

We’re grateful to our clients for their trust, to our team for their commitment, and to Forbes and SHOOK Research for this acknowledgment.

Read more about what this milestone means to us:
https://na2.hubs.ly/H023-7y0

Disclosures
FourThought Private Wealth is an investment advisory firm registered with the Securities and Exchange Commission ("SEC"). SEC registration does not imply a certain level of skill and or expertise. Please see below disclosures for the Forbes 2025 list of America's Top RIA firms and Top Next-Gen Wealth Advisors Best in State:
• Forbes 2025 Top RIA Firms – based on data as of October 2024; published October 1, 2025.
• Forbes 2025 Best-in-State Next-Gen Wealth Advisors – based on data as of August 2025; published August 6, 2025.

Neither Forbes nor SHOOK Research received a fee in exchange for these rankings; however, the firm paid a fee for permission to use the logos in marketing materials.

Methodologies available at:
Top RIA Firms https://na2.hubs.ly/H023-_X0
Next-Gen Advisors https://na2.hubs.ly/H0240320

09/30/2025

The Fed has started cutting rates...what does this mean for your portfolio?

Markets are shifting, and with change comes both risk and opportunity.
Join our advisors at October’s Coffee with FourThought for a live discussion on:
•The impact of Fed rate cuts
•Opportunities that can emerge in a market pullback
•Learn steps that may help keep you on track to help you stay on track toward your goals

Thursday, October 2, 2025 | 10:00 AM ET
We’ll bring the insights, you bring the coffee (virtually, of course)

________________________
“FourThought Financial Partners, LLC is an SEC-registered investment advisor. Registration does not imply a certain level of skill or expertise. This webinar is for informational purposes only and should not be considered investment advice.”

09/05/2025

Coffee with FourThought | September 2025

Markets climbed in August, the Fed is signaling potential rate cuts, and earnings season brought surprises from names like NVIDIA, Intuit, Eli Lilly, and Salesforce. We also shared updates on the economy, inflation trends, and important charitable giving changes coming in 2026.

Watch the replay here: https://youtu.be/iNMidS91Agc?si=wMKLHPLG12M41XGK

Stay informed. Make confident financial decisions.

This presentation is for informational purposes only and should not be construed as individual planning or investment advice.

Join FourThought planners Joel Johnson, Jake MacFarlane, and guest speaker James Stamper for the September 2025 edition of Coffee with FourThought. This mont...

08/22/2025

Join us for Coffee with FourThought on Thursday, September 4 at 10 AM, via Zoom. We’ll explore how interest rates, tariffs, inflation, and the labor market are shaping the current outlook.

This month, Joel Johnson, Signature Planner, and Jake MacFarlane, Senior Research Analyst, will be joined by special guest planner James Stamper for a concise market update and live Q&A.



https://na2.hubs.ly/y0T2mf0