VanSuch Wealth Management Group - Stifel

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VanSuch Wealth Management Group - Stifel

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10/12/2026

For many of us, a 401(k) plan represents a significant part of our retirement savings. But how well does yours work alongside the rest of your portfolio?

The attached piece offers a few important items to consider. As you read through it, think about what questions you have about your own 401(k) plan, such as:

• Do the investments in my 401(k) plan align with my goals and comfort with risk?
• Could I benefit from a more hands-on approach to managing my 401(k) plan?

I'd be happy to talk through these and any additional questions you may have.

10/09/2026

From the office floor to the trading floor! 🔔

Lydia and Harrison recently had the opportunity to visit Cboe in Chicago. To top it off, Lydia had the chance to ring the closing bell!

What an unforgettable experience and a great opportunity to see the markets in action. Hope you both had a great time!

10/07/2026

Congrats Kathy!

This year marks Kathy's 10 year anniversary with Stifel. Her dedication, hard work, and commitment to both our clients and team have helped shaped our office to what it is today.

We appreciate all you do, congrats on 10 years!

10/05/2026

🎉 Happy Birthday, C**t! 🎉

Today we're celebrating not only another year but also a great friend and coworker. Whether it's lending a hand, sharing a laugh, or simply bringing a positive energy to the office, you're someone everyone enjoys having around.

We appreciate all that you do and hope this year brings you continued success, happiness, and plenty of reasons to smile.

Please join me in wishing C**t a happy birthday!

10/02/2026

Welcome to Q4!

It's hard to believe we're already entering the final stretch of 2026. With cooler weather, the holidays approaching, and plenty of exciting things ahead, this season always seems to fly by.

We're especially excited as we look toward moving into our new office in mid-November. Something that has been many months in the making. At the same time, Q4 is an important opportunity to review year-end financial planning items such as RMDs, retirement contributions, tax strategies, and charitable giving.

Thank you for your continued trust and support.
As always never hesitate to reach out with any questions or concerns you may have!

09/30/2026

As Q3 comes to a close, we're taking a moment to reflect on how thankful we are for the trust our clients place in us every day. As the days get shorter and the nights get longer, we're looking ahead to the final stretch of the year with excitement and optimism.

Thank you for being part of the journey. We can't wait to finish the year strong alongside you. 🍂

09/28/2026

Today, we are celebrating 3 years with Stifel!

This milestone represents more than just an anniversary. It reflects the trust of our clients, the dedication of our team, and a shared commitment to helping individuals and families pursue their financial goals.

Over the past three years, we have had the privilege of building lasting relationships, navigating through all kinds of markets and celebrating many successes.

To our clients, colleagues, friends, and families, we cannot express how thankful we are for you to be apart of this journey. We are honored by your trust and are excited for the opportunities the future holds.

We appreciate everyone for an incredible three years, we are looking forward to continuing this journey alongside you!

09/25/2026

The countdown is officially on!

With our targeted move-in date being early-mid November, big things are on the horizon, and they're coming fast. It's hard to believe how far this project has come.

The progress over the last few weeks has been incredible, and we couldn't be more excited about this next chapter. We can't wait to share the finished product and welcome everyone through the doors very soon.

Stay tuned!!!👀

09/22/2026

For many people, their 401(k)s can be one of their biggest assets.

However, statistics show that many people do not review as much as they should given the importance of it. Don't autopilot your future, taking a peak now can save you a lot later!

09/18/2026

Came across a very interesting read for you.

Innovation, productivity and resilience are continuing to shape our futures. From AI impacting various industries to strong consumer spending and new products out in the market. Trends like these are what drives growth and opens up unlimited opportunities across all industries.

The future is brighter than ever!

If you would like to read the piece in its entirety:https://www.stifel.com/newsletters/AdGraphics/InSight/Stifel_Bits/2026/SB_091626.html

https://livesocial.seismic.com/aDqc-3

Address

3685 Stutz Drive, Suites 201 & 203
Canfield, OH
44406

Telephone

+13305995940

Website

http://vansuchwealthmanagement.com/

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