CoNext Wealth Partners

05/29/2026

Here's what savvy investors should know

05/27/2026

A More Flexible Way to Think About Retirement

Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.It sounds reasonable. But research suggests it's not how retirement actually works — and planning around that assumption might create more anxiety than it prevents.

05/22/2026

Here's what you need to know

05/15/2026

Here's what savvy investors took away from Q1

05/13/2026

The Estate Plan That Looks Complete on Paper

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.The plan is right there in the drawer. The folder is labeled. The signatures are in place.It just doesn't do what the family thought it would do.That's the version of estate plan...

04/29/2026

When the Headlines Keep Changing, Your Strategy Shouldn’t

It rarely starts calmly.A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.And with every new development, there’s that quiet pressure in the background:Should I be doing something right now?That feeling is common....

11/26/2025

As Thanksgiving approaches, I want to take a moment to express my gratitude for the trust you place in our firm.

This time of year, is a natural opportunity to reflect on what we're grateful for, and to think about the people and priorities that matter most. If your holiday gatherings include family conversations about money, estate planning, or financial goals, we are here to help provide clarity or guidance.

Wishing you and your loved ones a warm and peaceful Thanksgiving.

Warmly,

Chris Jordheim, CFP® RICP®

Wealth Advisor
CoNext Wealth Partners
(724) 942-3300
http://conextwealthpartners.com

11/20/2025

In observance of the upcoming Thanksgiving Holiday, the CoNext Wealth Partners office will have a modified operational schedule to give our staff time with their families over the holiday week.

Our office hours will be as follows:
Monday, November 24th 8:30 am to 5:00 pm
Tuesday, November 25th 8:30 am to 5:00 pm
Wednesday, November 26th 8:30 am to 12:00 pm
Thursday, November 27th CLOSED
Friday, November 28th CLOSED

Sending good wishes to you this Thanksgiving! Good food that fills your table, good health as you work hard, and good times with family and friends. May you have all the best delights in life. Happy Thanksgiving!

07/17/2025

We aim to connect you to your financial future, whether you’re a young professional, retiree, or simply looking to elevate your financial journey.

07/16/2025

Ready to Jump Start or Continue your Financial Journey?
If you haven't done so yet, book your financial review today!
Let's get started by going to our website www.conextwealthpartners.com or call the office!
We look forward to seeing you soon!

We aim to connect you to your financial future, whether you’re a young professional, retiree, or simply looking to elevate your financial journey.