Strive Financial Group

Strive Financial Group Turn Your Financial Growth Into a Lifetime of Success At Wellington Wealth Strategies, we believe in putting our clients at the heart of everything we do.

Your goals are our top priority, which we approach with meaningful, purpose-driven strategies to achieve a lifetime of financial success. As a client, you’ll have access to an expert team equipped to navigate the industry’s growing complexities and provide unparalleled support for your long-term financial goals. We pride ourselves on our proactive stance and will work closely with you to anticipat

e your needs while making well-considered decisions to bring your financial dreams to life. We’re not here to just manage numbers. We’re here to build a lasting partnership that aligns with your unique story. It’s our mission to create opportunities – for you and with you. Advisory services are offered through Wellington Wealth Strategies, a registered investment adviser. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Wellington Wealth Strategies, LLC are not affiliated companies. NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY

As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. Do yo...
08/31/2026

As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. Do you leave them where they are, or try out different financial vehicles? Let’s take a look at some options in this week’s blog.

Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some new...
08/25/2026

Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some newer books to add to your TBR list!

Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some newer books to add to your TBR list! Planet Money: A Guide to the Economic Forces That Shape Your Life

Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your specific stage o...
08/17/2026

Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your specific stage of life. Gen X-ers and Baby Boomers are going to approach shifting markets with different investment management strategies. Let’s take a look at both.

Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your specific stage of life. For members of Gen X who are currently in their peak earning years

Planning for retirement requires many considerations, but perhaps none is as subtle or pervasive as the influence of inf...
08/10/2026

Planning for retirement requires many considerations, but perhaps none is as subtle or pervasive as the influence of inflation. Let’s take a look at how inflation can affect your retirement plan in this week’s blog.

Planning for retirement requires many considerations, but perhaps none is as subtle or pervasive as the influence of inflation. While market volatility often captures the headlines, the gradual rise in the cost of goods and services acts as a constant force that can erode

August is National Investors Month and a great time to review financial habits and look closely at your long-term retire...
08/03/2026

August is National Investors Month and a great time to review financial habits and look closely at your long-term retirement plans. Check out our blog for ideas to consider as you evaluate your investment plans and retirement portfolios.

August marks National Investors Month, with August 14, 2026, being National Financial Awareness Day. This is an important time to review financial habits and look closely at long-term retirement plans. If you’re one of the millions of

Does your retirement plan include healthcare and long-term care costs? The earlier you make a plan for it, the better!
07/27/2026

Does your retirement plan include healthcare and long-term care costs? The earlier you make a plan for it, the better!

For many Americans approaching retirement, the focus is often on investment balances, Social Security timing, and creating reliable income streams. And those things are important! But there is a financial retirement risk that can

Can real estate help you meet your retirement goals? Check out this week’s blog to learn more about the challenges and o...
07/20/2026

Can real estate help you meet your retirement goals? Check out this week’s blog to learn more about the challenges and opportunities real estate presents in retirement.

For many Americans, the American Dream concludes with a paid-off home and a sense of financial independence. However, as retirees enter their golden years, a common financial paradox often emerges: being house-rich and cash-poor. While a

The “gold standard” is more than just an idiomatic expression. Take a little dive into history with us this week as we e...
07/13/2026

The “gold standard” is more than just an idiomatic expression. Take a little dive into history with us this week as we explore how the US went from a gold to a fiat-driven monetary system and why it matters in your retirement.

For centuries, the concept of money was inextricably linked to something tangible. Whether it was silver coins in ancient Rome or the British pound sterling, the value of currency was anchored to the physical world. Perhaps the most famous of these anchors was the “gold standard,”

Please join us in welcoming Ashlie to the Strive Financial Group team!As our Director of Compliance & Operations, Ashlie...
07/10/2026

Please join us in welcoming Ashlie to the Strive Financial Group team!

As our Director of Compliance & Operations, Ashlie brings nearly two decades of experience across financial services, compliance, and regulatory oversight. Her diverse background gives her a unique perspective that helps strengthen our firm, support our advisors, and ensure we're always putting our clients first.
When she's not helping keep Strive running smoothly, Ashlie enjoys spending time with her husband and two daughters, reading a good book, and exploring new places.

We're excited to have Ashlie on the Strive team—welcome aboard!

Help us welcome John to the Strive Financial Group team!John is currently a Finance and LEAD (Business Law, Ethics & Dec...
07/10/2026

Help us welcome John to the Strive Financial Group team!

John is currently a Finance and LEAD (Business Law, Ethics & Decision-Making) student at Indiana University's Kelley School of Business, where he has earned a reputation for academic excellence and leadership. From serving as an intern in the Office of U.S. Senator Todd Young to leading IU's Club Golf Team, John brings a strong work ethic, a passion for service, and a drive to make an impact.

We're excited to have John on the Strive team and look forward to all he'll accomplish. Welcome, John!

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10201 N. Illinois Street Suite 325
Carmel, IN
46290

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