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Linea’s Latest | March 2024

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 your financial journey, with many of you for longer than 10 years. It’s an honor to be a part of your family’s financial growth.

As we celebrate this milestone, we want to express our gratitude for the relationships we have cultivated and the faith our clients have placed in us to manage their wealth and assist families in working towards their financial goals. Our commitment remains steadfast to continue working with you, collaborating and consulting on strategies that safeguard your assets, simplify the complexities of your finances, and promote family harmony.

We are thrilled to see what the future holds and look forward to serving our clients for many more years to come. Thank you for your unwavering support and for being part of the Linea team.

Spotlight

Pete Coleman turns 50!

We were all about making a fuss over Pete hitting the big 5-0! We kicked off the festivities with a sprinkle of donuts. And he wrapped up the week at Live in the Battery. Pete and his wife Kim are jetting off to Jamaica to wrap up the celebrations. Looks like Pete is kicking off being 50 with a bang!

Anne Jacobs’ daughter – Rachel gets engaged.

Anne’s daughter, Rachel, just got engaged her boyfriend Mason. They are starting their lives together in Colorado Springs, CO! Anne and her husband, Mike, are thrilled about this new adventure for them.

Anne Jacobs’ daughter – Rachel gets engaged.

Justin’s Market Musings | Year-End Thoughts + Now What? I December 17, 2025

I can’t believe I’m saying this, but 2025 is almost a wrap. This is my last blog of the year (unless something really wild happens, which after 2025 thus far it wouldn’t surprise...

Check out our blog! We post timely articles guaranteed to pique your interest and help with your financial journey.

Articles

How a Financial Advisor Can Help Lower Your Tax Bill

The Neverending Pursuit of Money

For You

Make sure you see the key financial data for this year to be on the right track.