In the News

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