TrustWell Financial Advisors
@TrustWellFA
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Investment Management & Financial Planning. We help people clarify the path to reach their financial goals and purpose. We put client’s interests first.
Jacksonville, FL
Joined July 2018
Wishing you and your loved ones a Merry Christmas!
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This morning's Kingdom Advisors study group was led by Jeff Thomas. We got a chance to hear inspiring stories of successful business owners transferring ownership to charity! One of our favorite ways to serve our clients is to help them be more generous!
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In our December newsletter, Chris guides you through some great ways to better secure your online logins! https://t.co/EPkxWbCSCu
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The IRS announced today new, higher contribution limits for 2026! You can read our post about it in the link below. For those turning 60, 61, 62, or 63 in 2026: Your 2026 401k/403b limit is $35,750! https://t.co/0Wcuke0zSo
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We heard from Tim Macready this morning at our Kingdom Advisors group. He challenged us to consider what we are investing in and how we incorporate our theology into what we do. TrustWell is proud to be able to offer Biblically Responsible Investing as an option for our clients!
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In our October newsletter, Brett looks back on a very positive quarter in the financial markets. Every category on our "scorecard" increased in value! https://t.co/PXUXKtEfFQ
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Dr. Shane Enete was the speaker during this month's Kingdom Advisor's study group. He pointed out many great paradoxes from the Bible and in turn emphasized the importance of abiding in God. God has a unique plan for everyone!
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In our September newsletter, Tanner shares some ideas for how you can help reach your financial goals using some of the provisions from the OBBBA (One Big Beautiful Bill Act). https://t.co/YQMBCDGz4z
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We got to hear from Jim Wise in our Kingdom Advisors study group this morning. He's always great at teaching, including painting a great visual for us to comprehend. He talked about how God's grace was on Ezra and is currently on Kingdom Advisors and it's growth!
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We believe an important part of diversification is investing outside of the U.S. We hope you enjoy Bradley's overview of recent trends and outlook on why international investing is important! https://t.co/NqO6YHYYay
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We enjoyed hearing from Jeff Thomas and Cale Dowell this morning as we discussed the top 5 pain points of high net worth investors! The #1 pain point they've found is related to giving the next generation a leg up.
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We hope you enjoy Brett's recap of a mostly positive quarter in the financial markets! https://t.co/mGW1tTaBy9
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We always enjoy hearing from Randy Alcorn and got the opportunity this morning at our Kingdom Advisors meeting! He shared many verses about our heart approach to situations and having a long-term approach to everything, specifically rewards that will last forever.
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Our resident storyteller, Chris, is back with this month's newsletter about minimizing end of life regrets. We hope you enjoy it! https://t.co/WXUCzOVi1u
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Another great Kingdom Advisors session this morning led by one of our favorites, Michael Kitces!
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In our May newsletter, Tanner reviewed the different IRA and Roth contribution options you have based on your income level. https://t.co/RxtMNu3LBm
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In our April newsletter, Brett dives deep into a rocky Q1. We hope you enjoy the read! https://t.co/Kp1j9qsDJT
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This morning we enjoyed a great Kingdom Advisors study group led by Kerry Mallory! He provided a tremendous outline for working through estate planning with clients. He emphasized the importance of communication with those involved in your estate plan.
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In our March newsletter, Bradley shares some great details about ETFs and how they compare to mutual funds! https://t.co/IhPnKbROE5
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We enjoyed hearing from Kathleen Edelman this morning at our Kingdom Advisors study group! She walked us through the four tempermants that different people usually fall into.
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