There's a lot happening at Craft & Sage Wealth as we head toward fall, and much of it reflects the same goal — continuing to build a firm that can support clients and their families through more of the decisions they encounter along the way.
This month, we're welcoming a new team member, expanding our network of trusted professionals, introducing a new way for the next generation to access financial planning, and continuing to build resources around the unique financial needs women face during major life transitions. We're excited to share a few of those updates with you below.
FIRM UPDATES
Welcome Carley!
We're pleased to welcome Carley Cantalamessa to Craft & Sage Wealth as a Financial Services Associate. Carley is a recent graduate of the University of Missouri–Columbia, where she majored in Finance and worked toward a Certificate of Investments. While at Mizzou, she was actively involved with Zeta Tau Alpha and the Association of Trulaske Business Women, experiences that helped strengthen her leadership, teamwork, and communication skills.
Carley also brings prior experience from an internship with a wealth planning firm, where she gained firsthand exposure to client meetings, investment strategies, and the financial planning process. In her new role, she'll support our advisors and clients across a variety of financial services and administrative needs while continuing to build her knowledge of the industry.
We're excited to have Carley on the team and look forward to seeing her grow with Craft & Sage Wealth.
NEW PARTNERSHIP
Trusted Medicare Resource
As part of our effort to provide more comprehensive support for clients, we have developed a partnership with Lonnie Dorland and his team at NiceMedicare.
Lonnie has spent over 20 years helping individuals navigate Medicare decisions, with a particular focus on Medicare Supplement coverage. Our teams already serve several clients in common, making the relationship a natural fit.
Lonnie's team also has a personal connection to Craft & Sage through Chris Wilt, the husband of Craft & Sage advisor Andrea Wilt.
When Medicare questions arise, we can now connect clients with a trusted resource while continuing to focus on the broader financial picture.
We're also looking forward to celebrating the relationship in September as Craft & Sage helps host NiceMedicare's client appreciation event, marking Lonnie's 20th year helping clients navigate Medicare decisions.
NEW SERVICE LEVEL
Financial Planning for the Next Generation
We're expanding access to financial planning with a new subscription-based service.
The service provides ongoing financial guidance for people who are building their careers, growing their wealth, starting families, or simply want professional help making better financial decisions.
We're especially excited about what this can mean for the children and grandchildren of our current clients. They may not need a traditional wealth management relationship yet, but they can still benefit from help with budgeting, retirement savings, investment decisions, insurance, taxes, estate planning, and other important financial choices as their lives become more complex.
NICHE FOCUS
Women & Wealth Initiative
You may notice our Women & Wealth outreach featuring Megan across Facebook and Instagram as we continue expanding awareness of the financial planning needs women often face during major life transitions.
That may include events such as:
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- divorce or separation
- widowhood and loss
- an inheritance or sudden wealth event
- retirement and long-term independence
- or another significant change
If someone in your life could benefit from a thoughtful financial conversation during one of these moments, we'd be grateful for an introduction.
Coming Soon
Our new podcast, Wisdom for What's Next, is getting closer to launch. Hosted by Megan, the show will explore the financial decisions that often come with life's biggest transitions, from retirement and career changes to inheritance, divorce, loss, aging parents, estate planning, and more.
Each episode will offer practical perspective to help individuals and families better understand their options and think through what comes next. We'll be sharing more details, including the first episodes, very soon.
