Bespoke Wealth Advisory Group

06/02/2026

Hello, June!

Summer is officially around the corner, making this a great time for a mid-year financial check-in.

Whether your season includes travel, college planning, family events, or simply slowing down a bit, revisiting your goals now can help keep priorities aligned for the rest of the year.
https://bit.ly/4uu55C9

06/01/2026

She would have been 100 today!!

For anyone who has been to my personal office or pool room at home, you know that I have an obsession with Marilyn Monroe!!❤️

Happy Birthday Marilyn!🎁🎂

05/31/2026

Retta’s melon garden is coming along nicely this summer! 🍈🌱

There’s something rewarding about watching all the hard work, patience, and care start to pay off little by little each week. Looking forward to seeing how everything grows as the summer continues.

05/30/2026

Fresh sourdough, a good drink, and a relaxing evening… hard to beat that combo.

What’s your go-to pairing after a long week?

05/29/2026

May 29 is 529 Day — a great reminder to think about future education planning. 🎓

Whether you’re planning for a child, grandchild or future goal, starting early can make a meaningful difference over time. It’s always a good time to review your approach and stay aligned with your priorities.

https://bit.ly/4nZL70b

05/28/2026

A question we’ve been getting lately: “Is it better to save for college or focus on retirement first?”

There’s no one-size-fits-all answer—but it’s an important conversation.

https://bit.ly/4nYn41M

05/27/2026

Before the first tuition bill hits, let’s evaluate your payment options.

Key steps to consider ahead of your first tuition payment.

05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.

05/23/2026

Brian and Jackie have been spending their weekends getting the greenhouse ready for the season, and it’s finally starting to come together.

Between planting, organizing, and a little trial and error along the way, it’s been a fun project to work on together. Looking forward to seeing everything grow over the next few months!

05/22/2026

We’re excited to welcome our new intern, Robby Sherman!

Robby is currently studying Finance at The Ohio State University and is part of the Class of 2027. Originally from Cuyahoga Falls, he enjoys playing hockey in his free time.

We’re looking forward to having Robby with us this summer and watching him continue to grow both personally and professionally. Welcome aboard, Robby!