TreeLine Wealth Management

05/29/2026

Happy 529 day! (May 29th)
529 plans aren’t just for college savings anymore. Learn how this powerful tool can help you save for your child or grandchild's education expenses.
Call today to see if a 529 is right for you.

Learn the ins and outs of 529 plans.

05/29/2026

Please join us in congratulating Tony on the arrival of Frances Ruth Schuster (Frankie)! We are thrilled for him and his family as they welcome their newest addition.

05/26/2026

Justin's family adopted a new rescue pup. Say hello to Murphy!

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/14/2026

Midterm Elections - what do they mean for the market?

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

05/05/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to us and let’s talk about your goals.

05/01/2026

TreeLine Wealth Management team members cheered on the Timberwolves last night! Great team energy all around.

05/01/2026

Higher gas prices have you concerned?

If higher inflation has you concerned about your financial position, let’s connect. Wecan help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.