Shiloh Private Wealth

Shiloh Private Wealth Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Shiloh Private Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.

Financial success rarely comes from a single big decision. More often, it's the result of small habits practiced consist...
06/03/2026

Financial success rarely comes from a single big decision. More often, it's the result of small habits practiced consistently over time.

The people who tend to navigate retirement and life's transitions with the greatest confidence often share a few common traits:

• They keep lifestyle inflation in check as income grows.
• They revisit their goals as life changes.
• They build flexibility into their plan.
• They stay aware of tax opportunities before they become tax surprises.
• They remain disciplined through market ups and downs.

A financial plan isn't about predicting the future perfectly—it's about creating a framework that can adapt as life unfolds.

Which of these habits do you think has the biggest impact over the long run?

06/02/2026
Today, we pause to remember the brave men and women who laid down their lives in service to our country.Their sacrifice ...
05/25/2026

Today, we pause to remember the brave men and women who laid down their lives in service to our country.

Their sacrifice reflects the words found in John 15:13:
"Greater love has no one than this: to lay down one's life for one's friends."

We honor those who gave everything for the freedoms we enjoy today, and we pray for the families who continue to carry both the pride and the weight of that sacrifice.

May we never take for granted the blessings secured by courage, service, and selflessness.

From all of us at Shiloh Private Wealth, we remember and honor our fallen heroes today.

There's something powerful about realizing that the best investments aren't always financial.Filled cups fill cups.When ...
05/22/2026

There's something powerful about realizing that the best investments aren't always financial.

Filled cups fill cups.

When we make time to rest, grow, protect our peace, and invest in the things that matter most, we're better equipped to serve the people who depend on us — at home, at work, and in life.

A healthy financial plan should support the life you're trying to build… not compete with it.

• Invest in yourself
• Set healthy boundaries
• Make time for your goals

Because sustainable growth starts from a place of overflow, not exhaustion.

This week feels especially full in the Strange household.Kennedy is graduating kindergarten, and Tyler is graduating hig...
05/19/2026

This week feels especially full in the Strange household.

Kennedy is graduating kindergarten, and Tyler is graduating high school and preparing for his next chapter at Texas Tech. Watching both of them stand at such different milestones at the exact same time has been a reminder of just how quickly seasons change.

One chapter is just beginning. Another is stepping into adulthood.

As I've reflected on that this week, I've also thought about how similar it is to financial planning. Life moves in seasons—building, growing, preparing, transitioning, and eventually helping the next generation move forward confidently.

The families we serve are often navigating these same turning points: raising children, sending kids to college, preparing for retirement, caring for aging parents, or thinking intentionally about the legacy they want to leave behind.

Every stage brings new decisions, new emotions, and new opportunities to plan well.

This week, I'm especially grateful for the reminder that while time moves quickly, being intentional with what we're building along the way matters deeply.

Here's to celebrating milestones—big and small!

There's a big difference between simply having investments… and having a coordinated plan.Your finances are made up of m...
05/13/2026

There's a big difference between simply having investments… and having a coordinated plan.

Your finances are made up of many moving pieces — investments, taxes, retirement income, estate planning, insurance, cash flow, and the unexpected turns life inevitably brings. When those areas aren't working together, it can create unnecessary stress and missed opportunities.

At Shiloh Private Wealth, we help bring clarity and coordination to the full picture so you can move forward with greater confidence.

Because financial planning should help life run more smoothly — not feel more complicated.

Retirement questions don't have to feel overwhelming.From old 401(k)s and rollover decisions to understanding how your i...
05/12/2026

Retirement questions don't have to feel overwhelming.

From old 401(k)s and rollover decisions to understanding how your investments, taxes, and long-term goals work together — clarity matters.

Financial planning should help simplify life, not add more confusion to it.

At Shiloh Private Wealth, we help individuals and families think intentionally about the bigger picture so they can move forward with greater confidence and peace of mind.

Questions? We're always happy to help you understand your options.

Summer has a way of making life feel busy fast — vacations, family schedules, travel, and everything in between. It's al...
05/11/2026

Summer has a way of making life feel busy fast — vacations, family schedules, travel, and everything in between. It's also a great time to pause and make sure your financial life is still aligned with where you want to go.

A few simple mid-year check-ins can make a meaningful difference:
• Review portfolio allocation
• Evaluate year-to-date tax planning
• Confirm beneficiary designations
• Revisit cash reserves
• Ensure estate documents are current

Often, the biggest financial mistakes aren't dramatic decisions — they're the small details that quietly go unchecked over time.

A little proactive planning today can create a lot more confidence and peace of mind tomorrow.

Mothers carry so much more than schedules and responsibilities.They carry encouragement, wisdom, sacrifice, patience, an...
05/10/2026

Mothers carry so much more than schedules and responsibilities.
They carry encouragement, wisdom, sacrifice, patience, and a steady kind of love that shapes families for generations.

Today, we celebrate the mothers, grandmothers, widows, spiritual mothers, and women who faithfully pour into the lives of others every single day.

Thank you for the countless seen and unseen ways you care for the people around you. Your impact reaches further than you may ever realize.

Happy Mother's Day from all of us at Shiloh Private Wealth.

There's a reason golf rewards discipline over emotion.The best swings aren't rushed, and the best financial decisions us...
05/08/2026

There's a reason golf rewards discipline over emotion.
The best swings aren't rushed, and the best financial decisions usually aren't either.

A strong portfolio is built the same way a strong golf game is built — with patience, practice, strategy, and consistency over time. Not every season is perfect, but staying focused on the long game often matters far more than reacting to every short-term movement.

At Shiloh Private Wealth, we believe confidence comes from having a thoughtful plan and the discipline to stick with it through every season.

Address

Tyler, TX

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 12pm

Telephone

+18178100223

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