Newsletter

Linea’s Latest

Linea’s Latest | June 2024

Linea’s Latest | June 2024

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...

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Linea’s Latest | May 2024

Linea’s Latest | May 2024

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...

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Linea’s Latest | May 2024

Linea’s Latest | April 2024

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...

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Linea’s Latest | May 2024

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...

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Linea’s Latest | May 2024

Linea’s Latest | November 2023

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...

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Linea’s Latest | October 2023

Linea’s Latest | October 2023

As our Linea team continues to grow we strive to cultivate the input of our entire team to serve you best. The idea behind rebranding our newsletter comes to us from Wesley Heinrichs. He thought it would be exciting to share some personal stories about the team, along...

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Plan For A
Smoother Journey

Schedule a no-obligation consultation to determine if we are the right fit for your family wealth management needs.

Plan For A
Smoother Journey

Schedule a no-obligation consultation to determine if we are the right fit for your family wealth management needs.