Heartfire Wealth

10/30/2026

🎃 Wishing our wonderful clients, friends, and families a Happy Halloween!

We took a break from our usual routine to celebrate with a little Halloween fun. Our team enjoyed dressing up and sharing some laughs together.

Thank you for being part of our community. Have a safe and enjoyable Halloween! 👻

10/29/2026

Congratulations to Canine Companions on raising over $1 million at Sit. Stay. Sparkle. 2026! 🐾 Thank you, Amy Heimlich and Ed Koslow, for hosting us at this special evening. ✨

10/05/2026

Happy Birthday to our amazing coworker, Sam! 🎉🎂

We had the best time celebrating you at your party today! Wishing you a fantastic year ahead filled with happiness, success, and plenty of reasons to celebrate.

Hope the rest of your day is just as awesome as you are! ✨🥳

10/05/2026

A great night celebrating the 101st Annual Dunedin Chamber of Commerce Award Dinner! Many members of the Heartfire team and family were in attendance, and Mike and Kevin had the honor of presenting awards to some outstanding community leaders. The highlight of the evening was watching our very own Nancy Ridenour receive the Beatrice Donoghue Delightful Dunedin Award. We're incredibly proud of Nancy and grateful to be part of such a strong and supportive community.

Congratulations to all the recipients and thank you to the Dunedin Chamber for another wonderful evening celebrating the people and businesses that make our community so special.

09/30/2026

Something new is catching eyes around here! 👀✨
We're thrilled to unveil our brand-new signage and give a huge shoutout to Sign Source for bringing our vision to life and doing such an outstanding job. Their team made the process easy, and the finished product looks fantastic.
We love how it turned out and are excited to share these photos with you. Thank you, Sign Source, for helping our business shine!
📸 Swipe through to see the transformation.

09/09/2026

🍂 September is National Preparedness Month.

While many people think about emergency kits and storm readiness, it's also a good reminder to make sure important financial and legal documents are organized and accessible.

After the storms Florida experienced in recent years, many of us understand how important it is to be prepared. While we've been fortunate to see a relatively quiet storm season so far, it only takes a little planning today to help create peace of mind tomorrow.

A few items worth reviewing:
✅ Beneficiary designations
✅ Estate planning documents
✅ Insurance information
✅ Trusted emergency contacts
✅ Secure storage of important records

Stay prepared, enjoy the slower season, and take comfort in knowing your important affairs are in order.

07/15/2026

🎉 We finally figured out what happens after 5 years at Heartfire Wealth... 🎉
Apparently, you get a plaque, a photo, and a well-deserved shoutout! 😄

🙌 Three amazing teammates. One big milestone. 🙌
Congratulations to Kim, Sam, and Jody on reaching their 5-year anniversaries with Heartfire Wealth!

We couldn't let the occasion pass without gathering around our 5-Year Anniversary Plaque for a photo and a little celebration. 📸🎉

Thank you for five years of dedication, teamwork, and helping make Heartfire Wealth such a special place. Here's to all you've accomplished—and all that's still ahead!

Drop a 👏 in the comments to help us celebrate!

07/06/2026

We invite you to read our latest article to learn more about planning for a child’s future. If you'd like to explore ways to help support a child’s future—whether it's your child, grandchild, or a special child in your life—we’d be happy to discuss the different savings options available. Let’s connect.

https://www.ameripriseadvisors.com/team/heartfire-wealth/insights/trump-accounts/?CID=AMP_gs_2026

Heartfire Wealth is an Ameriprise private wealth advisory practice in Dunedin FL. Get the personal financial advice you need.

07/04/2026

As we celebrate Independence Day, we're reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

07/02/2026

🥳 Join us in wishing Alex a very Happy 23rd Birthday! 🎂🎉
We hope your day is filled with great memories, lots of laughter, and plenty of cake. Wishing you all the best for another wonderful year ahead. Happy Birthday, Alex! 🎈✨