Stoic Private Wealth

08/04/2026

🎉 Congratulations to Cierra on earning her FPQP® (Financial Paraplanner Qualified Professional™) designation! 🎉
This certification reflects real dedication — hours of study on top of her day-to-day work supporting our clients — and it deepens the expertise she brings to the Stoic Private Wealth team every day.

The FPQP® designation sharpens skills across the core building blocks of financial planning: retirement, insurance, investments, and tax — all in service of helping our clients make smarter, more confident decisions about their financial futures.
Please join us in congratulating Cierra on this well-earned milestone! 👏

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07/21/2026

We're excited to share that Stoic Private Wealth is growing! Please join us in welcoming three new additions to our team:

Casey Smith — Client Service Associate

Casey will be working alongside Cierra and Matt to deepen client relationships and enhance the overall experience our clients have with Stoic Private Wealth.

Ian Williams — Private Wealth Advisor

Ian will be building relationships within our community and helping expand the Stoic Private Wealth footprint.

Jason Herman — Risk Advisor/Consultant

Many of you may already know Jason as the owner of Jason Herman Insurance. He'll be partnering with us to provide risk consultation for our clients, as well as collaborating on business development in the 401(k) space.

We're grateful for the talent and expertise each of them brings, and we're looking forward to what's ahead.

07/07/2026

What if $90,000 could become $11.8 million — completely tax-free?

If you open a Trump Account for your one-year-old and invest $5,000/year through age 18, then convert it to a Roth, here's what time and compounding can do by retirement. 👇

The best gift you can give your child isn't money today — it's a head start that grows for 60+ years.

Curious how this could work for your family? Send me a message.

Hypothetical illustration for educational purposes only. Not investment or tax advice. Investing involves risk, including loss of principal.

04/15/2026

03/27/2026

It's easy to rush through the present while already thinking about what's next. Some of the most grounding moments come from simply pausing. Savoring a quiet evening, stepping back from a busy routine, or noticing how much you've grown.