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Energize Your Financial Wellness

The final and ongoing step of our ASPIRE wealth management process, Energize is all about the engaging relationships that we seek to foster with our clients. We believe that valuable wealth management is far more than investment strategies and portfolio performance reviews.At SecondHalf Coach Wealth Management, we thrive on the familial relationships that we form with our clients and strive to cultivate meaningful experiences for you and your family through continued engagement at both educational and celebratory events throughout the year. We also value the opportunity to celebrate life with you and look forward to the moments when we have the honor of commemorating your achievements. Life is a journey and we look forward to being By Your Side Through It All


Upcoming Events

May 26, 2022

9:30a - 1:00p

Saint Vincent College Fred Rogers Center


Life Series: The Ultimate Dress Rehearsal

We spend years on the grand stage of life rehearsing for all our biggest moments, but are you prepared for the finale? Three local professionals will discuss how to get your affairs in order for the final stage of life including Life and Long Term Care Insurance, Estate Planning and Funeral PrePlanning.

September 13, 2022

6:00p - 9:00p

Details coming soon!

October 6, 2022

9:30a - 1:00p

Details coming soon!

Event Registration

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