Sarah Cassidy - Rothdale Pacific Wealth Management

02/01/2023

01/29/2023

10/11/2022

Mindset Monday, on a Tuesday.

Hope everyone had a wonderful Thanksgiving weekend 🦃🙏

11/04/2021

Announcing the Steven Batie Memorial Fund Posted on November 2, 2021November 2, 2021 by Jeff The latest of the Foundation’s Awards Endowment Funds has just gone live with the creation of the Steven Batie Memorial Fund. The Fund was created by Steven’s family in October 2021 to honour his 25-year...

10/26/2021

A great reminder to make the most of every day because each one adds up to the story of your life. Make them count.

10/19/2021

10/13/2021

It is with a very heavy heart that I share the news that Steven Batie passed away suddenly last week. Steve was my business partner and founder of Rothdale Pacific Wealth Management, he was my colleague and my friend. He had a huge heart and will be missed by so many. To those who knew him, there will be a service held however the details have not yet been finalized. I will relay them as soon as they become available. May Steve rest in peace.

10/05/2021

Time keeps moving forward no matter how you spend it. Why not create something beautiful?

09/28/2021

Life is all about how you look at it.

09/20/2021

It's easy to dream big, but putting pen to paper and creating a plan - that's when real success is achieved.

09/07/2021

If there were ever a time to re-evaluate your current portfolio, this would be it! By only allowing their Advisors to sell in house funds, not only are the big banks double ending the revenue for themselves, they are depriving their clients access to thousands of products that may be better suited for them and possibly more beneficial.

An upcoming rule change will require advisers to have more expertise on products, prompting banks to halt sales of third-party mutual funds

07/27/2021

We all started somewhere different, allow me to help you plan to be exactly where you want to be when it comes time to hang up your hat. And to ensure you have enough to maintain your lifestyle throughout your years and if you don't - address those shortfalls.