Stones River Wealth Management

Stones River Wealth Management At Stones River Wealth Management, we partner with you to consider all the different aspects of your

06/12/2026

June marks the halfway point of the year, making it a great time to check in on your financial goals.

Consider asking yourself:
✔️ Am I saving as much as I planned?
✔️ Have there been any major life changes?
✔️ Is my retirement plan still on track?
✔️ Have my financial priorities changed?

Small adjustments today can make a big difference over time.

If you’d like to review your financial plan or discuss any changes in your goals, our team is here to help.

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www.srwm.com

Friendly reminder: The last day to contribute to your IRA or Roth IRA for 2025 is Tax Day — April 15, 2026!💰 2025 Contri...
04/07/2026

Friendly reminder: The last day to contribute to your IRA or Roth IRA for 2025 is Tax Day — April 15, 2026!

💰 2025 Contribution Limits:
✔️ $7,000 if you’re under 50
✔️ $8,000 if you’re 50 or older (catch-up contribution)

Not sure how much you have left to contribute or need help getting started? We’re here to help — just call us at 615-563-2588!

Behind every financial plan is a family, a story, and a future worth protecting.We’re proud to help our clients turn dec...
01/09/2026

Behind every financial plan is a family, a story, and a future worth protecting.

We’re proud to help our clients turn decades of saving into confident, purpose-driven living.

We’re here to help align your investments with what matters most.

From our dedicated little team to you — thank you.We’re grateful for every conversation, every question, and every momen...
11/27/2025

From our dedicated little team to you — thank you.

We’re grateful for every conversation, every question, and every moment we get to help you feel more confident in retirement.

Many people spend more time planning a vacation than planning for retirement. What money are you prepared to spend first...
10/09/2025

Many people spend more time planning a vacation than planning for retirement.

What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.

Retirement isn’t just an end—it’s a beginning. After years of working hard, this new chapter should feel steady, support...
08/07/2025

Retirement isn’t just an end—it’s a beginning. After years of working hard, this new chapter should feel steady, supported, and intentional.

If you’re preparing to retire in the coming months or years, we're here to help you make sure your plan reflects your goals, your values, and the life you’ve worked to build.

Behind every financial plan is a purpose—and for many, that purpose is family.Whether you’re preparing for retirement, m...
07/13/2025

Behind every financial plan is a purpose—and for many, that purpose is family.

Whether you’re preparing for retirement, managing your investments, or simply seeking peace of mind, knowing your plan supports the people you care about most brings a deeper sense of confidence.

We’re here to help you build a strategy that reflects what matters most—faith, family, and the future.

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www.srwm.com

As retirement nears, it’s natural to start thinking more seriously about how your investments will support the life you’...
06/18/2025

As retirement nears, it’s natural to start thinking more seriously about how your investments will support the life you’ve worked hard to build.

A long-term investment strategy isn’t about chasing the latest trend—it’s about having a thoughtful, steady plan that reflects your values, goals, and time horizon.

If you haven’t reviewed your strategy in a while, or if you’d simply like a second opinion, we’re here to walk through it with you—at your pace, and on your terms.

It’s not about predicting the future. It’s about preparing wisely for it.

📈 Think Long-Term. Stick to the Plan. 📈Markets go up and down—but having a long-term investment strategy can help you we...
05/08/2025

📈 Think Long-Term. Stick to the Plan. 📈

Markets go up and down—but having a long-term investment strategy can help you weather the storms and stay focused on your goals.

It’s not about reacting to every headline or market dip—it’s about having a plan built for the long haul. Time in the market, not timing the market, is what helps drive lasting results.

If you’d like a second look at your investment strategy or just want to make sure you’re on the right track, we’re here to help.

Friendly reminder: The last day to contribute to your IRA or Roth IRA for 2024 is Tax Day—April 15, 2025!💰 2024 Contribu...
03/31/2025

Friendly reminder: The last day to contribute to your IRA or Roth IRA for 2024 is Tax Day—April 15, 2025!

💰 2024 Contribution Limits:
✔️ $7,000 if you’re under 50
✔️ $8,000 if you’re 50 or older (catch-up contribution)

Contributing to your retirement account is a great way to plan for the future and take advantage of potential tax benefits.

Not sure how much you can contribute or need help making your first contribution? Contact our office!

Address

106 West Water Street
Woodbury, TN
37190

Opening Hours

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

Telephone

+16155632588

Website

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