Bare Wealth Advisors

We know that the Lord is the only one who can give us wisdom, and what an incredible gift it is that He has given us direct access to Him! Join us on this month's blog as we encourage each other along the journey of seeking wisdom!

Help us wish Curtis a very Happy Birthday today! Curtis is a Wealth Advisor and Partner here at Bare - he loves building relationships with clients and hearing stories of God's provision in their lives. Curtis is calm and easy going literally all the time (lol!) and has a quick smile and is always ready to help others. He is an avid runner and enjoys spending time with his family! Curtis - have a fabulous day!

It's Heather's birthday today! Heather is one of our Stewardship Planning Associates. She has a heart of deep care for others and is a steady and diligent team member. Heather loves being outdoors hiking, traveling, and spending time with her family! Heather we hope you have a wonderful day!

There are so many things to talk about with loved ones, and we'd love to hear what things you and your family talk about during the holidays! We'd also love to add one thing to your family dinners: passing down wisdom. Join us on the blog this month as we talk about bringing a new topic to the table!

In this study done by Bankrate, friends and family are the primary source for Americas who are looking for financial advice. How can you make yourself available for these conversations with loved ones? Source: https://lnkd.in/g4y_WGFQ

We read in the scriptures that wisdom is a gift, which means we believe we're mean to steward it well! Stewarding wisdom could mean sharing your learnings with your children or grandchildren, starting a business that benefits others, or sharing your story. How do you steward your wisdom?

In this month's blog, we discuss how to obtain wisdom, the benefits of wisdom, and the importance of passing down wisdom! We'd love to have you join us in this conversation!

We are reminded here in Proverbs of the value of wisdom. Join us this month as we talk about wisdom and its importance on our blog!

Help us welcome Rachel Peifer to the Bare Wealth Team! Rachel is joining us as our new "Hospitality Coordinator!" Rachel will be working in tandem with Amy Lapp to ensure that all aspects of client service and care are done with excellence! Rachel is originally from Michigan and now lives in the Strasburg area with her husband. She enjoys playing pickleball and watching football and baseball. She has a quick smile, a warm presence and a heart for prayer. Rachel we're thrilled to have you as part of our team!

A little "behind the scenes" look at our "Office Olympics" competition happening each week in partnership with other Eversource Wealth Advisor firms across the country! We've been divided into teams and are competing in uber challenging events like "paper airplane throwing," "trash can basketball," and most recently, "velcro darts." Double points for competing with a blindfold on! It's a fun way to have a quick brain break in our day and to see who the really talented and competitive team members are! Who do you think are the most competitive on our team?!