Ullmann Wealth Partners provides a diverse range of wealth management services, from investment management to advanced planning needs. We empower our clients with a customized, systematic process to help in achieving overall financial health. In pursuit of the goals we define together, Ullmann Wealth Partners' approach to wealth management combines best practices in investment management, advanced planning, and coordination with your other expert professional advisors. It’s a wider perspective that’s bigger than financial products and market returns. It is a process, carefully mapped, monitored, and refined. Our client relationships are a true collaboration built on leadership, openness, care and proactivity. Investment Advisory and Insurance services offered through Ullmann Financial Group, a registered investment adviser, DBA Ullmann Wealth Partners. Divorce services offered through the Divorce Advisory Group division of Ullmann Wealth Partners. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Retweets” should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.
External link for Ullmann Wealth Partners
1540 The Greens Way
Jacksonville Beach, Florida 32250, US
Ullmann Wealth Partners reposted this
The Rotary Club of Jacksonville, FL USA grant application process is officially open! Please encourage charities near and dear to your hearts to apply. We are excited to learn more about all the great work they are doing in our wonderful Jacksonville community! https://lnkd.in/ereHsDtF
The summer issue of Perspectives is here! In this issue, get to know Jack Gunn, CFP®, the most recent addition to our team of wealth advisors, and learn what you can buy with 529 distributions. We hope you enjoy reading our newsletter! #wealthmanagement, #financialplanning. #financialadvisor
Do you or someone you know need help navigating financial decisions that need to be made during the divorce process? In our latest webinar, Patrick Kilbane, Partner, and Hank Hurst, CPA address best practices for addressing a variety of topics that come up during the dissolution of the marriage process, including Florida’s homestead exemption, tax filing status, and the importance of properly valuing assets. The link to the webinar is in the comments! #financialplanning, #divorce, #wealthmanagement
With the new school year ready to start, many higher education students are considering taking out student loans to help pay for their education. Student loans do not need to be paid back right away, but the borrower needs to understand the responsibilities that go along with taking out the loan. Our latest blog post, written by Mclain Johnson, CFP®, outlines how student loans work, and explains the different types of repayment plans available to borrowers. https://lnkd.in/dnJbEziy #Studentloan, #wealthmanagement
Congratulations to our own Patrick Kilbane, Partner, General Counsel and Director of our Divorce Advisory Group!
ANNOUNCEMENT: New Chair, Vice Chair Named At 4th Circuit JNC Annul Meeting The Judicial Nominating Commission for the Fourth Circuit gives notice that, in accordance with its previously issued press release, it held its Annual Meeting at 12 p.m. on July 26, 2024, and elected Jacksonville Bar Association members Patrick Kilbane as Chair and Chanda Rogers as Vice Chair for the 2024-2025 JNC year. Interested parties are invited to contact the Chair with any questions or comments. And congrats to Patrick & Chanda! ⚖️ #myjaxbar
Our team members have all sorts of letters after their names. Have you ever wondered what these letters mean? Our latest blog post explains what is behind the credentials each of our team members has earned and how our clients benefit from these qualifications. #financialplanning, #wealthmanagement https://lnkd.in/ex2F-M9H
Patrick Kilbane, Director of our Divorce Advisory Group, was a guest on the How to Split a Toaster podcast to share unique and expert insights on how to think about your money before, during, and after divorce, especially if you fall into the high-net-worth category. This episode offers insights on: • How do you think about money during and after a high-net-worth divorce? • What are common financial blind spots for high-net-worth individuals going through divorce? • How can a wealth advisor help navigate the complexities of high-net-worth divorce? https://lnkd.in/eaErEupk #highnetworthdivorce, #divorcefinancialplanning. #wealthmanagement
Our own Brian James, CPWA®, Investment Director, was quoted in today’s The Wall Street Journal article, No Nvidia in Your Portfolio?’ You’re just Toast’. The article discusses the outsized contribution Nvidia has made to the S&P 500 compared to the other holdings in the index during the second quarter of 2024 and year-to-date. In the story, Brian states “My guess is when Nvidia comes back to earth, it’s going to come back quickly.” #financialplanning, #wealthmanagement https://lnkd.in/e_Qn_uc4
The Jacksonville Port Authority picked a good one in choosing our own Pat Kilbane to be on their board.
JAXPORT is thrilled to welcome Attorney and Civic Leader Patrick Kilbane to our Board of Directors. Appointed by Florida Governor Ron DeSantis, Kilbane is a Partner, General Counsel and Wealth Advisor at Ullmann Wealth Partners – an Independent Registered Investment Advisory Firm. “I’m honored to receive this prestigious appointment by Gov. DeSantis, and I look forward to joining the Jacksonville Port Authority board and supporting the great work done by one of our country’s premier ports,” Kilbane said. Read more about Kilbane’s experience and service to the community: https://bit.ly/3VlF9sD