Woolett Wealth Advisory

07/03/2026

Happy 4th of July from all of us at Woolett Wealth Advisory—and especially from Ozzie, our official Chief Happiness Officer! 🐾

As we celebrate America's 250th Anniversary, we wish you and your family a wonderful Independence Day filled with great memories, good company, and time spent with those who matter most.

Have a fun, safe, and happy holiday weekend!

03/17/2026

10/27/2025

Two weeks ago, a water main break under the Midtown-Halbert building caused extensive flooding that displaced several local businesses — including mine.

I want to thank The Wenatchee World and writer Matthew Carnero-Macias for taking the time to share this story and highlight the impact this event has had on our small business community. It’s been an incredibly challenging experience for everyone involved, but also a reminder of the strength and support that exists here in Wenatchee.

While my office remains under restoration, Woolett Wealth Advisory is fully operational and continuing to serve clients remotely. I look forward to returning to my space downtown once repairs are complete early next year.

Please take a moment to read and support the other amazing local businesses navigating this same journey.

Seven displaced tenants of the Midtown-Halbert building are navigating a new normal two weeks after a flood damaged their suites and inventory.

03/07/2025

Feeling uneasy about your investments? Before you hit the panic button, take just 5 minutes to read this insightful article. If time is tight, here’s the key takeaway:

📌 Investors who stay the course and remain invested over the long run are more likely to reap the rewards that make market ups and downs worthwhile.

Patience pays off in investing—stay focused on the bigger picture. Have a great weekend!

Though they varied in length and severity, the market always recovered and went on to new highs.

12/24/2024

🎄 Ho, ho, ho! Merry Christmas from Woolett Wealth Advisory! 🎅 Wishing you a season filled with joy, laughter, and smart financial decisions (like not maxing out your credit card on last-minute Amazon deals). Cheers to a bright and prosperous New Year! 🎁✨

11/27/2024

Happy Thanksgiving from Woolett Wealth Advisory! 🦃✨

As you gather with loved ones to celebrate, we wish you a holiday filled with joy, laughter, and cherished moments. For those traveling, stay safe on the roads and enjoy every moment of togetherness.

Here’s to making memories and giving thanks for the blessings in our lives.