1540 The Greens Way
January 5, 2023 - MarketWatch & Barron's
Due to the positive outlook on bonds this year, investors may consider adding a municipal bond fund to their portfolio. Discover why Brian James, our Director of Investments, favors the institutional class shares of the BlackRock National Municipal Fund.
December 6, 2022 - Family Lawyer Magazine.com
Caitlin Frederick, CFA and CPA, writes about breaking free from the “HENRY” (High Earner, Not Rich Yet) cycle.
November 9, 2022 - Action! Magazine
Patrick Kilbane, Director of our Divorce Advisory Group, talks about our firm's niche of assisting high-net-worth women going through the divorce process.
August 31, 2022 - Financial Advisor IQ
Glenn Ullmann explains the unlikely places he has found talent to help grow our firm.
August 4, 2022 - The RIA Podcast
Patrick Kilbane, Director of our Divorce Advisory Group, joined Seth Greene on The RIA Podcast to discuss supporting high-net-worth married and divorcing clients. During the interview, Pat shares our approach to wealth management and maximizing value for our clients.
July 5, 2022 - Kitces
Many of you know Patrick Kilbane as Director of our Divorce Advisory Group and a partner in our firm. But did you know, long before he became a wealth manager, he had a successful career in family law as an attorney? He discusses his path to Ullmann Wealth Partners and a career in financial planning in Nerd’s Eye View, a podcast focusing on the financial industry.
April 30, 2022 - Barron's
In this article "Reluctant to Spend in Retirement? Here are Some Tips to Tame Your Frugal Feelings" Glenn Ullmann discusses how we help clients manage their monthly spend in retirement.
March 7, 2022 - Press Release - Move Forward Confidently now available as an audiobook
February 15, 2022 - Financial Planning.com
Tax season is upon us and for some affluent investors it is more unpleasant than years past. Ullmann Wealth Partners’ president Glenn Ullmann spoke with Financial Planning.com about the struggles clients are experiencing and the tax return delays.
May 6, 2021 - Podcast - Authors Patrick Kilbane and Caitlin Frederick, explain the divorce process and ways to protect your financial health before, during and after divorce in their book, Move Forward Confidently.
May 4, 2021 - Press Release - Patrick Kilbane and Caitlin Frederick publish Move Forward Confidently, a book aimed at guiding high-net-worth women through the divorce process.
February 9, 2021 - Press Release - Glenn Ullmann earns the Chartered Advisor in Philanthropy® (CAP®) professional designation
October 15, 2020 - Ponte Vedra Recorder - Community Matches $40K USO Donation from Local Business
October 1, 2020 - The Community Foundation - Interview with Pat Kilbane
November 24, 2019 - Investment News - Interview with Glenn Ullmann
May 21, 2019 -Jacksonville Daily Record - In The Law...Patrick Kilbane
Reference Guide for 2022 Key Financial Data
This guide includes this year's tax brackets, thresholds, limitations and exemptions. It also contains useful information for attorneys, CPAs, and other professionals.