by admin | Aug 11, 2021 | Uncategorized
We’ve moved our Berlin office to our newly constructed location in Mt. Hope! Join us for a Grand Opening Celebration Wednesday, August 18th, 11:00am-4:00pm Tour the office and receive tickets to enjoy a complimentary lunch (and ice cream!) from Yoder Family Veal...
by admin | Aug 9, 2021 | Uncategorized
When you ask Ellis Miller why he’s so excited to have an office space in Mount Hope. His immediate response? “Pleasant Wealth in Mount Hope… does it get anymore positive than that?!” And then he’ll answer, practically speaking that from our client’s perspective, we’re...
by admin | Aug 4, 2021 | Uncategorized
For a few years, we’ve been dreaming of independent space in Mount Hope. It aligns with our vision of providing independent & sound advice through Pleasant Financial Conversations. This week we’re in the process of moving from Berlin location to Mount Hope. So...
by admin | Aug 1, 2021 | Uncategorized
At Pleasant Wealth, we love client conversations about big financial goals. Since money is a central part of planning ahead, it’s at the heart of the big-picture client conversations we relish. But there’s no sugar-coating it: the nuts and bolts of...
by admin | Jul 19, 2021 | Uncategorized
Does it have to remain taboo to talk about money? I think not. Women are masters of managing cash flow, but aren’t talking about investments socially. Here are some tips to start the conversation so that both you and your friends feel empowered to make informed...
