Hobart Wealth

10/15/2026

Some of the most important financial decisions start with a better question.

Here’s a behind-the-scenes look at our Founder & CEO, Chris Hobart, filming Financial Focus at WBTV.

Each week, Chris shares perspective on financial topics and the decisions they may affect for individuals and families.

Catch Financial Focus Wednesdays on WBTV between 4:30 and 5:00 p.m.

10/12/2026

🎉 Happy Birthday, Doris! 🎉

Today we're celebrating Lead Service & Operations Specialist, Doris Castelluzzo!

Doris's dedication, attention to detail, and commitment to supporting both our clients and team make a meaningful difference every day. We are grateful for the positive energy, professionalism, and care she brings to Hobart Wealth.

Please join us in wishing Doris a very happy birthday and a year filled with happiness, good health, and many reasons to celebrate! 🎂🥳

10/11/2026

Today, we're celebrating Sadie Bishop, one of our Associate Wealth Advisors at Hobart Wealth!

Sadie’s dedication to serving clients and commitment to excellence make a meaningful impact every day. We are grateful for all she does and proud to have her as part of Hobart Wealth.

Please join us in wishing Sadie a very happy birthday and a year ahead filled with happiness, success, and countless reasons to celebrate! 🎂🥳

10/06/2026

Honoring veterans takes more than saying thank you. Sometimes, it means showing up and lending a hand.

Our Founder & CEO, Chris Hobart, recently joined volunteers and supporters of Purple Heart Homes on the National Mall in Washington, D.C., where they came together to help build a fully accessible home for a veteran.

Seeing so many people work toward one shared purpose was a meaningful reminder of the many ways a community can show its support for those who have served our country.

We’re grateful Chris had the opportunity to take part and proud to support the work Purple Heart Homes is doing for veterans and their families.

Watch the news feature below to learn more.

Purple Heart Homes co-founder John Gallina and veteran Justin Patterson join 'Fox & Friends First' to discuss their mission to provide housing for disabled veterans.

10/05/2026

Reaching the summit is only part of the journey. What happens next matters, too.

Corey Sunstrom uses his climb up Mt. Elbert as a starting point for a different kind of journey: what happens when the assets you’ve spent years building begin moving to the next generation.

When a Roth IRA is inherited, the rules can change. What should beneficiaries know, and how can planning ahead help prepare for what comes after the climb?

🔗 Click the link to read “Inherited Roth IRAs: What Happens After the Climb”: https://hobartwealth.com/inherited-roth-iras

09/29/2026

🎉 Join us in celebrating Corey Sunstrom, on his work anniversary!

Senior Wealth Advisor and Director of Financial Planning Corey Sunstrom's thoughtful guidance, industry expertise, and commitment to serving clients have made a lasting impact. We're grateful for his dedication and leadership, and we're proud to have him as part of the team.

Congratulations, Corey, and thank you for everything you do! 👏

09/24/2026

What happens when inherited real estate means something different to each member of the family?

In his latest article, Corey Sunstrom looks at why deciding who gets the property is only part of the planning, especially when family members may have very different ideas about what should happen next.

Read “The Great Wealth Transfer Has a Real-Estate Problem Hiding Inside It” here:
https://hobartwealth.com/the-great-wealth-transfer

09/22/2026

If every dollar is mentally set aside for emergencies, you'll never feel like you have enough. You must decide: which money protects your future, and which can improve your present? Financial planning clarifies this, showing you not just what you can spend, but why.

09/10/2026

You've worked decades to build wealth, but now you have a new challenge: spending it. Discover why emotionally, spending can be harder than saving, and how to give yourself permission to enjoy what you've earned.

09/08/2026

The life you want next deserves a plan today. A thoughtful plan starts here.