Mainsail Wealth Advisors, LLC.

11/03/2026

☕🥐 BREWS. BAKES. BRAGGING RIGHTS. 🏆🍂

The Mainsail team has officially entered into a little fall competition, and things may have gotten slightly competitive. 😄

For our Harvest Brews & Bakes Challenge, each team created a fall-inspired coffee and pastry pairing with its own unique theme.

Now there's only one thing left to do...

YOU pick the winner! 👇

🍁 Browse the entries
☕ Choose your favorite pairing
👍 "Like" the photo to cast your vote

Voting is open through November 8, and the entry with the most likes will take home the title of Harvest Brews & Bakes Champion... along with some serious Mainsail bragging rights. 🏆

🎉 We'll announce the winner on November 9!

Happy voting, and may the best brew & bake win! ☕🥐

09/11/2026

A quarter century has passed, but the memory remains.

Today, Mainsail Wealth Advisors honors the victims, survivors, first responders, and heroes of September 11, 2001. We also reflect on the courage, compassion, and unity shown in the days that followed.

We will never forget. 🕊️❤️🤍💙

09/08/2026

A Friendly Reminder from Team Mainsail 💜

The Walk to End Alzheimer's is just one month away, and we're honored to once again participate in this meaningful event on October 3, 2026.

Alzheimer's disease and other forms of dementia affect millions of individuals and families, including many within our own community. At Mainsail Wealth Advisors, LLC., we believe in supporting causes that make a lasting difference, and this walk is one way we can come together to create hope for the future.

Whether you choose to walk alongside us or support the cause through a donation, your involvement helps advance research, provide resources for families, and move us closer to a world without Alzheimer's.

Join Team Mainsail and help make every step count.

👉 https://act.alz.org/site/TR/Walk2026/VA-GreaterRichmond?pg=team&team_id=1034672&fr_id=19981

07/30/2026

Happy National Intern Day! 🎉

Today we're recognizing our 2026 Summer Intern, John Clarkson!

John is a rising junior at Washington & Lee University, where he is studying Accounting and Finance. Throughout the summer, he's been gaining hands-on experience across a variety of areas within our practice, learning what it takes to help clients pursue their financial goals while developing his own skills as a future professional.

We've enjoyed having John as part of the team and appreciate the enthusiasm, curiosity, & strong work ethic he has brought each day. We're excited to see all that he accomplishes as he continues his studies and begins building his career.

Please join us in thanking John for his contributions this summer and wishing him continued success at W & L!

07/15/2026

Mainsail Wealth Advisors, LLC. is proud to participate in the Walk to End Alzheimer's on October 3, 2026, marking our third consecutive year supporting this meaningful cause.

Alzheimer's and other forms of dementia continue to touch the lives of so many within our community, including our clients, colleagues, and loved ones. Our team is honored to stand alongside the Alzheimer's Association in their ongoing efforts to drive research, provide support, and move closer to a cure.

Over the past three years, this event has become a meaningful tradition for our team. Walking together is one way we show our continued commitment to making a lasting impact. Every step forward and every contribution helps bring hope for a brighter future.

We invite you to join us, whether by walking with our team or supporting the cause through a donation.

Click here to join our team and donate: https://act.alz.org/site/TR/Walk2026/VA-GreaterRichmond?pg=team&team_id=1034672&fr_id=19981

07/04/2026

Happy 4th of July from all of us!❤️🤍💙

Today we celebrate the spirit of independence and the opportunities that come with it. It's also a chance to pause and appreciate time with family, friends, and community 🎆

Wishing you a safe, joyful, and relaxing holiday weekend ❤️🤍💙

07/01/2026

Mainsail Wealth Advisors, LLC. is proud to introduce its Advisor Development Program, a structured, internally developed initiative designed to thoughtfully develop our advisory team while enhancing the client experience. Through a defined, multi-year path, participants build technical expertise, client experience, and professional responsibility while obtaining key industry licenses and earning the CERTIFIED FINANCIAL PLANNER® designation.

Associate Advisors Peyton Bodziak and Shelton Glaze are currently participating in the program, advancing through an organized path that supports their growth and strengthens our team-based advisory approach. "The most meaningful part of the program has been the trust, guidance, and perspective gained at each stage. As we take on greater responsibility, it continues to deepen our appreciation for what it means to serve families well," said Shelton Glaze, Associate Advisor.

For clients, this program reinforces the strength and continuity of the advisory team. It reflects our commitment to intentional growth while preserving the personalized guidance, professionalism, and client-first service families have come to know and trust.

06/21/2026

Happy Father's Day to all the amazing dads and father figures out there! 👔💙

Today, we're especially celebrating the four dads on our team. Thank you for the leadership, dedication, humor, and support you bring to our workplace every day. We appreciate all that you do and are grateful to work alongside you.

We also want to recognize all of the incredible fathers and father figures we have the privilege of serving. Thank you for allowing us to be a part of your family's journey and for the example you set through your care, guidance, and commitment to those you love most.

Wishing everyone a relaxing and well-deserved Father's Day surrounded by family and the people who matter most.

06/12/2026

Some members of the Mainsail team recently had the opportunity to attend the Raymond James National Conference (ELEVATE 2026) in Las Vegas, providing valuable time to step away from the day to day and invest in continued learning, collaboration, and fresh perspective alongside peers from across the country. From engaging sessions to meaningful conversations and networking with other advisory teams, the experience reinforced our commitment to staying thoughtful, intentional, and forward looking in how we serve our clients.

Opportunities like this allow us to return with new ideas, broader perspective, and a renewed focus as we continue to refine our approach and strengthen the planning experience we provide. We are grateful for the time spent learning and connecting, and we are excited to carry that momentum forward in the work we do every day for the individuals & families we serve.

06/01/2026

Our latest Timely Topics update is here!
Each quarter, we gather timely planning insights, important updates, and helpful reminders designed to keep clients informed and prepared for the months ahead.

This quarter, we are highlighting:
• Trump Accounts
• Mega Backdoor Roth Strategies
• Inherited IRA Beneficiary Options

As the year unfolds, new opportunities, deadlines, and planning conversations can come into focus. Our goal is to provide thoughtful, timely information to help you plan with greater clarity and confidence.
Visit our website to explore the latest update:

Quarterly insights on financial planning, tax planning, and legislative updates.