Ensemble Wealth Management

08/24/2023

Insurance Protection - Now is the time to review and shop coverages.

09/11/2022

I see my path, but I don’t know where it leads. Not knowing where I’m going is what inspires me to travel it. - Rosalia de Castro.

09/10/2022

Financial Coaching with Michael R. Clark, CFP ® shared a post on Instagram: "Create Your Unique Bucket List. No regrets! Investment advisory services offered through West Wealth Group, LLC, an SEC Registered Investment Advisor.". Follow their account to ...

09/08/2022

Tax Break - IRS Section 121 Exclusion
Married Taxpayers - $500,000 Tax Free
Unmarried Individuals - $250,000 Tax Free

Applies to the sale of a primary residence!

08/22/2022

Good Morning. Go squeeze as much juice out of your 🍋 known as TODAY!

08/19/2022

Work hard, play hard. Have an amazing weekend!

08/14/2022

So grateful to have spent last Thursday having breakfast with a client, sharing in her happiness and getting to know her better. The view isn’t so bad either.

03/05/2021

Come join me today @ 8:30am PST in Clubhouse. If you need an invite to the Clubhouse platform, please message me. Look forward to seeing you there!

Friday, March 5 at 8:30am PST with Michael Clark, Brett Gottlieb. The ⏱ is running with no time to waste as we cover 3 Mission Critical Financial Strategies. #1 Roth IRA Conversions, #2 Bond Alternatives, #3 The Beneficiary & Account Titling Review

02/26/2021

Updated link to our discussion this morning on Clubhouse at 8:30am PST. Please reach out if you are needing an invite to the Clubhouse app.

Friday, February 26 at 8:30am PST with Michael Clark, Brett Gottlieb. Join us and learn more about the single most underutilized retirement strategy designed specifically and exclusively for the solopreneur.

11/08/2020

Overlooking this area of your budget leaves you vulnerable to the worst of financial surprises.