Set Intentions Instead of Resolutions As we welcome the new year, many of us are used to setting resolutions—goals we strive to achieve with determination and often, pressure. But what if this year, we approached things a little differently? Instead of rigid...

Happy 4th of July! As we approach the 4th of July, we are reminded of the remarkable journey our nation has taken and the enduring spirit of freedom that binds us together. Independence Day is not just a celebration of our nation’s birth, but also a time to reflect on...

Ready for a Review?A mid-year financial review is a crucial step in ensuring you’re on track to meet your financial goals. By taking the time to reassess your budget, investments, and overall financial strategy, you can make necessary adjustments to optimize your...

Do You Need a Family Financial Summit? A Family Financial Summit is a family meeting that allows for the sharing of financial values and goals. This can be very helpful in aligning expectations about inheritance, responsibilities, and the legacy your family wishes to...

Linea Private Wealth Management Celebrates 10 Years of Service This year marks a decade since Linea Private Wealth Management was established, and we couldn't be more excited to celebrate with our clients, advisors, staff, and community. We are proud to be a part of...

The holiday season has begun, and soon, we will all share time with our family and friends. As we reflect on the season, we wanted to take the time to thank you for your continued support. And to wish you and your family a happy and healthy Thanksgiving.-The Linea...