Strive Financial Group

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Strive Financial Group Turn Your Financial Growth Into a Lifetime of Success At Wellington Wealth Strategies, we believe in putting our clients at the heart of everything we do.

Your goals are our top priority, which we approach with meaningful, purpose-driven strategies to achieve a lifetime of financial success. As a client, you’ll have access to an expert team equipped to navigate the industry’s growing complexities and provide unparalleled support for your long-term financial goals. We pride ourselves on our proactive stance and will work closely with you to anticipate your needs while making well-considered decisions to bring your financial dreams to life. We’re not here to just manage numbers. We’re here to build a lasting partnership that aligns with your unique story. It’s our mission to create opportunities – for you and with you. Advisory services are offered through Wellington Wealth Strategies, a registered investment adviser. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Wellington Wealth Strategies, LLC are not affiliated companies. NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY

We spend a lot of time talking about financial health, but maintaining a proactive focus on your physical well-being is ...
10/26/2026

We spend a lot of time talking about financial health, but maintaining a proactive focus on your physical well-being is just as important as managing your finances. Read our blog this week to explore the connection between your physical health and your wallet and why it can’t be overlooked!

Retirement marks the beginning of an exciting new chapter, as leaving the workforce offers you the freedom to focus on what matters most to you. But to truly enjoy those years, maintaining a proactive focus on your physical well-being is just

Retirement can offer the ultimate luxury: the flexibility to pack a bag and chase peak autumn foliage across the country...
10/19/2026

Retirement can offer the ultimate luxury: the flexibility to pack a bag and chase peak autumn foliage across the country on your own schedule. Check out our blog for some location ideas!

Retirement can offer the ultimate luxury: the flexibility to pack a bag and chase peak autumn foliage across the country on your own schedule. From coastal vistas to mountain passes, these top U.S. destinations pair breathtaking fall color with

It’s time for Medicare Open Enrollment! From October 15 through December 7, you can review, compare, and switch your cov...
10/12/2026

It’s time for Medicare Open Enrollment! From October 15 through December 7, you can review, compare, and switch your coverage. Take a look at our checklist to help you evaluate your options for 2027:

Every autumn, the Medicare Open Enrollment Period opens, and millions of Medicare beneficiaries face the important task of evaluating their coverage. But don’t wait until you reach the pharmacy counter only to find out your prescription expenses have doubled. Running from October 15

Happy Financial Planning Month! We get that it might not be the most exciting thing to celebrate, but a little planning ...
10/05/2026

Happy Financial Planning Month! We get that it might not be the most exciting thing to celebrate, but a little planning can go a long way. Check out our blog for some quick tips to check up on your finances this month!

October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. And while we focus on this topic all year long (and enjoy it!), we get that it might not be the

The tax rules around wealth transfers can be complex. Do you have a plan to transfer your wealth effectively?
09/28/2026

The tax rules around wealth transfers can be complex. Do you have a plan to transfer your wealth effectively?

Transitioning into retirement often involves shifting your focus from building your assets to distributing them, but the methods used to accumulate assets differ from the strategies required to help generate sustainable income and manage spending. During this phase, managing taxes and

The market forecast is like a weather report. A chance of rain doesn’t mean you cancel everything; rather, it means you ...
09/21/2026

The market forecast is like a weather report. A chance of rain doesn’t mean you cancel everything; rather, it means you prepare with an umbrella or jacket. Is your retirement account ready no matter what the market forecasts?

For decades, your daily ritual may have involved morning coffee, the commute, demanding work schedules, and, of course, saving for retirement. As retirement approaches, you may have built a financial plan designed around your long-term goals and desired lifestyle. However, given ongoing

Have you considered longevity risk in your retirement planning? We discuss its importance in this week’s blog. Check it ...
09/14/2026

Have you considered longevity risk in your retirement planning? We discuss its importance in this week’s blog. Check it out here:

When you picture your retirement, what do you see? Perhaps it’s a cross-country road trip, dedicating time to a long-neglected hobby, or finally spending uninterrupted weeks with family. For decades, the financial focus leading up to these years

09/08/2026

Can you pay for your child’s college tuition while keeping your retirement on track? Yes! Check out our blog to learn more.

08/31/2026

As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. Do you leave them where they are, or try out different financial vehicles? Let’s take a look at some options in this week’s blog.

Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some new...
08/25/2026

Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some newer books to add to your TBR list!

Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some newer books to add to your TBR list! Planet Money: A Guide to the Economic Forces That Shape Your Life

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10201 N. Illinois Street Suite 325
Carmel, IN
46290

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