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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