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Welcome Teddy to the Target Rock Family

Target Rock Wealth Management

Dream. Build. Enjoy.

发布日期: 2025年1月5日

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This week’s newsletter will be short and oh so sweet.??

On December 30th, we welcomed Theodore Paul?McKee to the world.??

Target Rock founder Matthew and his wife Sam had their second baby boy a little earlier than planned, just in time to claim another dependent on their 2024 taxes.??

Teddy and his mom are home and thriving, and dad is of course opening the 529!?

We’re slowing down (but not stopping!) new client onboarding as we begin 2025, and leaning into our Q1 portfolio rebalances.?

Reach out to congratulate the McKee family, or if your own bundle of joy has you thinking about getting your wealth on a better track.?

And let us know if you want a bib!?

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