Broker Check

February Monthly Check In

February 20, 2018


In the spirit of Baseball Spring training having begun, we all know life can throw us some curveballs.  Whether there are changes in our work or personal lives that come unexpectedly, being prepared will help ensure you are ready for whatever pitch may come your way.

We all know that we can’t predict with certainty what the pitcher is going to throw, but knowing you have the team at Edelman Wealth Management behind you will allow you to step up to the plate with confidence.

If you have any changes or updates that you need us to attend to or if we can be of service in any way, please do not hesitate to contact us.

Stacy Brilliant, Chief Operating Officer



All month long we've been asking our clients to tell us their life goals. Send us your goals and we'll send you our personal advice for how to help achieve them.