Q3 2017 Quarterly Newsletter

Wednesday, 11 October 2017

Before we discuss news from Flourish or share our quarterly article, we want to extend our most sincere condolences to the families affected by the senseless act of violence in Las Vegas. Additionally, our thoughts and prayers are with all of those impacted by Hurricanes Harvey, Irma, Jose and Maria. These man-made tragedies and natural disasters are overwhelming individually and seemed to happen too close together. The astounding outpouring of assistance from neighbors, strangers, first responders and charities provided an important silver lining when we needed one and served as a much-needed reminder of how good we can be to one another.

News from Flourish

Q2 2017 Quarterly Newsletter

Monday, 24 July 2017


The weather is beautiful and we all enjoyed a nice long weekend for Independence Day! We hope that you were able to enjoy the holiday with friends and family as well. In this quarter’s newsletter we will share some exciting recognition for our team as well as an “outside-the-box” article about the universe, emotions, and financial decisions. I hope you enjoy! 

Q1 2017 Quarterly Newsletter

Monday, 03 April 2017


And that means out with the old and in with the new. It is a good time of year to take stock of what has been sitting in your junk drawers untouched for one, two or even three years now. Will you ever really use that George Foreman grill? How many years has that stack of sweaters been sitting in a box in your basement? We tend to let things pile up in the hidden corners of our lives and for one reason or another, we don't eliminate them from our clutter. Often, we build right up on top of what we already have.

May 2016 | Spring at Flourish Wealth

Thursday, 12 May 2016

Welcome to Flourish InsightsTM for May. We hope you had an enjoyable Memorial Day as we honored the many people who have committed their lives to protecting our country. My family spent most of our time enjoying the good weather when it was available while getting excited for the end of another school year.

It has been a busy Spring at Flourish Wealth Management with multiple investments to enhance the client experience. We recently announced the addition of Mark Anderson, CFA, as the newest member of our team as Director of Wealth Management. Mark brings a strong investment background and excellent communication skills that will benefit our ongoing efforts to provide customized planning solutions. We have also made technology investments with an enhanced...

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Q4 2016 Quarterly Newsletter


Of the new year, celebrated Victorian poet Alfred Lord Tennyson said, "Ring out the false, ring in the true." So, in that spirit, we pose two questions:

  1. Do you feel wealthy?
  2. Do you feel "well-thy"?

In response to the first question, like most people, your mind probably went to the size of your bank account. However, change one small letter and your perspective may have shifted dramatically. You may have found yourself thinking of your health, your family, your friends, your role in your community, your connection to a higher power, your career, your hobbies and more. 

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