The Woerdeman Financial Group

09/03/2026

He may have already headed back to school, but we couldn’t let the day go by without wishing our summer intern, Nate Hackett, a very happy birthday!

Nate officially changed our minds about interns. He showed up every day with an open mind, a great attitude, and a genuine willingness to learn, and quickly became a valued part of our team.

We’re grateful for everything Nate brought to WFG this summer and are wishing him a great year ahead at WPI. Happy Birthday, Nate!

09/03/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

09/03/2026

Happy Birthday to our Financial Planning Specialist, Stacey McNeil!

Stacey plays an important role behind the scenes at WFG, helping our advisors turn client goals and conversations into thoughtful, comprehensive financial plans. Her knowledge, attention to detail, and willingness to jump in wherever she’s needed make her such a valuable part of our team.

We hope you have the best day, Stacey, and a wonderful year ahead!

09/01/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message us to learn more.

08/31/2026

Great minds think alike...right down to the polo.

08/28/2026

We're incredibly proud to be part of Ameriprise Financial, a firm that was named one of TIME’s America’s Most Iconic Companies of 2026.

For 131 years, Ameriprise has helped clients feel confident about their future and live better lives. It’s why we do what we do.

Financial planning and advice that you can trust is life-changing.

Learn more about how we’re delivering personalized financial advice and solutions that matter: https://bit.ly/3df9a5L

08/27/2026

Do you have old bills, receipts, or other important documents cluttering up your files that you’d like to get rid of? Join us September 9 for a free shredding event.

https://bit.ly/4goptAD

08/26/2026

One of the most important parts of my role is helping clients stay focused amid changing market and economic conditions. This article takes a closer look at the latest tariff developments and provides useful context on what they may mean for the economy, markets and long-term investors.

Why today’s tariffs may have more staying power.

08/24/2026

As the Client Relationship Manager in our Edgartown office, Melissa is a go-to resource for our Island clients, helping ensure their questions and requests are handled promptly and with care.

Melissa manages all day-to-day client requests that come into the office and is responsible for the tasks and follow-up that come out of client meetings. She also answers our Vineyard phone line and coordinates calendars for Geoff and Justin, helping keep their days organized and our clients connected.

And because working on an island comes with a few unique responsibilities, Melissa has one more unofficial title, WFG taxi driver. When Geoff and Justin take the ferry over for the day, she makes sure they get where they need to go!

From client service and meeting follow-up to calendars, phone calls, and the occasional ferry pickup, Melissa helps keep our Vineyard office running smoothly and is an important part of the experience we provide to our Island clients.

08/22/2026

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key tax changes.

Learn what this law’s key tax provisions could mean for your finances.