Curious about the recent market fluctuations? Mainsail Wealth Advisors' March 2025 Market Commentary offers valuable insights into the current economic landscape and what it means for your investments. Check out?the full article:
关于我们
At our core, Mainsail Wealth Advisors is focused on providing investment management, retirement planning, and estate planning services to retirees and pre-retirees. We strive to provide a high level of professional service to each of the households we are fortunate to serve. By understanding the unique needs of each client, helping them create a plan tailored to their specific goals, and meeting face to face on a consistent basis, we have a client service culture that helps us provide the highest level of service. Today our boutique practice serves over 500 families and businesses across twenty states from our two locations, Gloucester and Richmond, VA. We invite you to give us a call and experience the Mainsail difference. Mainsail Wealth Advisors, LLC Mainsail Wealth Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: https://raymondjames.com/smicd.htm Office phone: 804-693-5500 Office fax: 804-693-2925
- 网站
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https://www.mainsailwealthadvisors.com
Mainsail Wealth Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- GLOUCESTER，Virginia
- 类型
- 私人持股
- 创立
- 2013
地点
Mainsail Wealth Advisors员工
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Gilda Burket
Registered Client Services Associate at Mainsail Wealth Advisors
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Scott V. Glaze, CRPC
Managing Partner at Mainsail Wealth Advisors, LLC, Financial Advisor, RJFS.
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Scott Haley, CFP?
Managing Partner - Branch Manager (RJFS)
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Sarah Haley
Sr. Client Service Associate at Mainsail Wealth Advisors
动态
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Mainsail Wealth Advisors is thrilled to announce that Peyton Bodziak, Client Service Associate, has earned the designation of CERTIFIED FINANCIAL PLANNER? Professional. The CFP? certification is a demanding process consisting of rigorous coursework, thousands of hours of financial planning experience, passing a comprehensive exam, and a commitment to the highest ethical standards. Peyton joins Jason Koptish and Scott Haley as the third CFP? certificant on the Mainsail team, further strengthening our expertise and dedication to serving our clients at the highest level. Join us in celebrating Peyton’s hard work and outstanding achievement!?
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We are proud to announce that Gilda Burket, Client Service Associate, has successfully passed the Series 66 exam! This achievement reflects Gilda’s commitment to professional growth and her passion for providing exceptional service to our clients. We are proud to celebrate this milestone with her and look forward to the continued impact she will have on our team and the families we serve. Please join us in congratulating Gilda on her success!
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This holiday season, Mainsail Wealth Advisors is proud to once again support the Angel Tree Project for foster children in our community. Join us in making a difference by stopping by our office to select an Angel Ornament from our tree or calling us to help you pick one! Each ornament represents a foster child with a wish list item. Simply choose an ornament, purchase a gift, and drop it off or ship it to our office by Friday, November 29th at 12pm. Together, let's bring joy to these children and brighten their holiday season.
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Our team is passionate about helping the next generation of financial planners prepare for their careers. Last month, three of our team members – Jason Koptish, CFP?, AAMS?, Nick Shedd, CFA, and Peyton Bodziak – had the privilege of visiting Virginia Tech to speak with students in the Financial Planning and Wealth Management major during their Financial Planning Technology & Modeling class. They shared real-world insights on making investment decisions, helping bridge the gap between classroom learning and industry practice. A special thank you to Jesse Lineberry, MSF, CFP? for the warm welcome and the opportunity to engage with such bright students in Blacksburg!
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A huge thank you to everyone who walked with us and supported the Alzheimer's Association? during the 2024 Walk to End Alzheimer's. Your participation and generosity mean the world to us and to all those affected by Alzheimer's disease. Your dedication and support help bring us one step closer to a world without Alzheimer's. Whether you walked, donated, or cheered us on, your contribution made a significant impact. Together, we are making a difference. Thank you for your commitment, compassion, and support. We couldn't have done it without you. #ENDALZ #Walk2EndAlz
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A huge thank you to everyone who walked with us and supported the Alzheimer's Association? during the 2024 Walk to End Alzheimer's. Your participation and generosity mean the world to us and to all those affected by Alzheimer's disease. Your dedication and support help bring us one step closer to a world without Alzheimer's. Whether you walked, donated, or cheered us on, your contribution made a significant impact. Together, we are making a difference. Thank you for your commitment, compassion, and support. We couldn't have done it without you. #ENDALZ #Walk2EndAlz
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Join Mainsail Wealth Advisors as we stride together on October 5, 2024, for a cause close to our hearts – the Alzheimer's Association? ‘s Walk to End Alzheimer's?! We are a team dedicated to making a difference because we've witnessed firsthand the profound impact Alzheimer's and other forms of dementia have had on the lives of our clients, friends, and families. That's why we're joining forces with the Alzheimer's Association? to support their mission to end Alzheimer's disease. Join us in making a meaningful impact. Every step we take and every dollar we raise brings us closer to a world without Alzheimer's. Together, we can create a brighter future. Click here to join our team and donate: https://lnkd.in/e997Pk-q
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The stock market has been riding high in 2024, with tech giants like Nvidia, Microsoft, and Apple leading the charge. But what does this mean for your investments as we head into the second half of the year? Our latest quarterly commentary dives deep into the factors driving the market, the potential for future growth, and the risks that lie ahead. Curious about our insights and predictions? Click the link below to read our detailed recap of the previous quarter's market moves and our outlook for the rest of 2024. #StockMarket #InvestmentStrategy #MarketOutlook #FinancialPlanning #WealthManagement #MainsailWealthAdvisors #Mag7 #MarketRecap #InvestmentInsights https://lnkd.in/ewrRhsjw