Pentangle Wealth

06/26/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

06/23/2026

We are honored and grateful to be named The Facts' 2026 Readers' Choice Favorite Financial Broker | Planner for the second consecutive year. Thank you for placing your trust in us.

06/21/2026

A father’s greatest investment isn’t measured in dollars—it’s measured in time, love, guidance, and the legacy he leaves behind.

This Father’s Day, we celebrate the fathers who help shape futures through their patience, hard work, and unwavering support. Your impact reaches far beyond today and is felt in the lives you help build every day.

Thank you for all that you do and the lasting difference you make.

06/19/2026

In observance of Juneteenth, our office will be closed on Friday, June 19.

Juneteenth commemorates the end of slavery in the United States and stands as a reminder of the enduring values of freedom, equality, and opportunity.

As we honor this important day in our nation's history, we encourage everyone to take a moment to reflect, learn, and celebrate the progress that has been made.

Our office will resume normal business hours on Monday, June 22.

We wish you a meaningful Juneteenth.

06/17/2026

🌤️ Office Update 🌤️

We're happy to share that with the storm behind us, Pentangle Wealth will resume normal business hours tomorrow.

We appreciate your patience and understanding while our team worked remotely to ensure everyone's safety during the severe weather. Our staff remained available to assist clients, and we're grateful for the opportunity to continue serving you throughout the storm.

We look forward to welcoming you back to the office tomorrow and returning to business as usual.

Thank you for your continued trust and support. Stay safe, and we hope everyone weathered the storm well!

— The Pentangle Wealth Team

Send a message to learn more

06/17/2026

⚠️ Weather Update ⚠️

Due to the extreme weather conditions this morning and out of concern for the safety of our employees, our office will be closed this morning.

Our team will be working remotely and remains available to assist you. While our doors may be closed, we will still be returning phone calls, responding to emails, and serving our clients throughout the day.

Thank you for your understanding, and please stay safe if you need to be out on the roads.

— The Pentangle Wealth Team

06/16/2026

https://www.pentanglewealth.com/resource-center/retirement/social-security-by-the-numbers

Here are five facts about Social Security that might surprise you.

06/15/2026

Myth: "Rich people just got lucky."

Truth: While luck can play a role in life, lasting wealth is usually built through discipline, consistency, smart decisions, and time.

The habits you practice today often have a greater impact on your financial future than any stroke of luck.

At Pentangle Wealth, we believe wealth isn't built overnight—it's built one decision at a time.

06/12/2026

Challenges have a way of shaping us. The goals that seem difficult today—whether financial, personal, or professional—often become the foundation of tomorrow's success.

Stay consistent. Stay disciplined. Keep moving forward.

What challenge are you working through right now that will make you stronger tomorrow?

06/10/2026

This year marks an incredible milestone for our President & CEO, Dean Elliott—30 years in the financial advising profession.

For three decades, Dean has been committed to helping individuals, families, and business owners navigate important financial decisions with confidence and clarity.

His dedication to serving clients, building lasting relationships, and putting people first continues to shape the values of Pentangle Wealth today.

Please join us in congratulating Dean on 30 years of service and leadership. We are grateful for the trust our clients have placed in him throughout the years and look forward to many more.