Pisces Wealth

09/03/2026

Check out today's market pulse with James linked below!

Listen in on today's market overview with James Norton.

09/02/2026

Tune in to today's market take from James Norton. The video update is linked below.

Listen in today for James Norton with Pisces Wealth market outlook ...

09/01/2026

September is here, and James Norton is ready to break down what’s happening in the markets, what’s catching investors’ attention, and what we’re watching as we head into the fall.

🎥 Take a look at the latest Pisces Wealth market update!

Listen in for today's take on the market. Join us every tues/wed/th...

08/29/2026

Sophie, Cooper, and Josh all got together this afternoon to kick off their weekend a little early with a friendly round of golf. What a fun way to head into the weekend than with a little team bonding.

08/07/2026

Last week was all about looking ahead and future goal setting.

We gathered last Thursday for Pisces Wealth's quarterly planning meeting to set priorities, align on our company goals, and make sure we're continuing to improve the experience we provide every client.

Of course, no planning day is complete without a team lunch! Sharing a meal together is just one of the ways we build trust and team camaraderie that carries over into the work we do every day.

We're excited for what's ahead and grateful for a team that's committed to growing together.

Here's to a great quarter ahead! 🚀📊

08/02/2026

Happy Birthday to our Practice Manager, Taylor! Thank you for everything you do to support our team and help us deliver an exceptional experience for our clients. Here's to you!

07/30/2026

Picture this - a grandparent who, instead of writing a standard check as a holiday present, decides to gift their grandchildren shares of a major technology company stock.

Suddenly, a simple transaction could become a real-world classroom. Each time those kids use a phone, they aren't just consumers. They are owners. It could also create an opportunity for parents and grandparents to teach the kids about compound growth, the stock market, and the power of long-term investing.

That is just one potential benefit of using appreciating assets in a gifting strategy.

While gifting public stock can be a helpful way to build financial literacy, families planning for larger estates may also consider whether alternative investments such as private real estate, private equity, or venture capital have a place in their broader gifting strategy, depending on the asset, structure, and transfer goals.

Want to learn more about designing a gifting strategy for your family? Give us a call at 913-359-5726 to discuss.

07/24/2026

Happy Birthday, Sophie! Thank you for your dedication, leadership, and commitment to serving our clients every day. Here's to celebrating you and all that you do!

07/15/2026

Even financial advisors need a little scheduled maintenance now and then!

Today, Greg is taking a brief pause from the business for some much needed personal maintenance for his knee.

While he's out, our team is here to make sure everything continues running just as it should.

Please join us in wishing him a speedy recovery—and please enjoy this hilarious pre-surgery photo (Yes - Greg did approve this post).