Mainsail Wealth Advisors, LLC.

07/30/2026

Happy National Intern Day! 🎉

Today we're recognizing our 2026 Summer Intern, John Clarkson!

John is a rising junior at Washington & Lee University, where he is studying Accounting and Finance. Throughout the summer, he's been gaining hands-on experience across a variety of areas within our practice, learning what it takes to help clients pursue their financial goals while developing his own skills as a future professional.

We've enjoyed having John as part of the team and appreciate the enthusiasm, curiosity, & strong work ethic he has brought each day. We're excited to see all that he accomplishes as he continues his studies and begins building his career.

Please join us in thanking John for his contributions this summer and wishing him continued success at W & L!

07/15/2026

Mainsail Wealth Advisors, LLC. is proud to participate in the Walk to End Alzheimer's on October 3, 2026, marking our third consecutive year supporting this meaningful cause.

Alzheimer's and other forms of dementia continue to touch the lives of so many within our community, including our clients, colleagues, and loved ones. Our team is honored to stand alongside the Alzheimer's Association in their ongoing efforts to drive research, provide support, and move closer to a cure.

Over the past three years, this event has become a meaningful tradition for our team. Walking together is one way we show our continued commitment to making a lasting impact. Every step forward and every contribution helps bring hope for a brighter future.

We invite you to join us, whether by walking with our team or supporting the cause through a donation.

Click here to join our team and donate: https://act.alz.org/site/TR/Walk2026/VA-GreaterRichmond?pg=team&team_id=1034672&fr_id=19981

07/04/2026

Happy 4th of July from all of us!❤️🤍💙

Today we celebrate the spirit of independence and the opportunities that come with it. It's also a chance to pause and appreciate time with family, friends, and community 🎆

Wishing you a safe, joyful, and relaxing holiday weekend ❤️🤍💙

07/01/2026

Mainsail Wealth Advisors, LLC. is proud to introduce its Advisor Development Program, a structured, internally developed initiative designed to thoughtfully develop our advisory team while enhancing the client experience. Through a defined, multi-year path, participants build technical expertise, client experience, and professional responsibility while obtaining key industry licenses and earning the CERTIFIED FINANCIAL PLANNER® designation.

Associate Advisors Peyton Bodziak and Shelton Glaze are currently participating in the program, advancing through an organized path that supports their growth and strengthens our team-based advisory approach. "The most meaningful part of the program has been the trust, guidance, and perspective gained at each stage. As we take on greater responsibility, it continues to deepen our appreciation for what it means to serve families well," said Shelton Glaze, Associate Advisor.

For clients, this program reinforces the strength and continuity of the advisory team. It reflects our commitment to intentional growth while preserving the personalized guidance, professionalism, and client-first service families have come to know and trust.

06/21/2026

Happy Father's Day to all the amazing dads and father figures out there! 👔💙

Today, we're especially celebrating the four dads on our team. Thank you for the leadership, dedication, humor, and support you bring to our workplace every day. We appreciate all that you do and are grateful to work alongside you.

We also want to recognize all of the incredible fathers and father figures we have the privilege of serving. Thank you for allowing us to be a part of your family's journey and for the example you set through your care, guidance, and commitment to those you love most.

Wishing everyone a relaxing and well-deserved Father's Day surrounded by family and the people who matter most.

06/12/2026

Some members of the Mainsail team recently had the opportunity to attend the Raymond James National Conference (ELEVATE 2026) in Las Vegas, providing valuable time to step away from the day to day and invest in continued learning, collaboration, and fresh perspective alongside peers from across the country. From engaging sessions to meaningful conversations and networking with other advisory teams, the experience reinforced our commitment to staying thoughtful, intentional, and forward looking in how we serve our clients.

Opportunities like this allow us to return with new ideas, broader perspective, and a renewed focus as we continue to refine our approach and strengthen the planning experience we provide. We are grateful for the time spent learning and connecting, and we are excited to carry that momentum forward in the work we do every day for the individuals & families we serve.

06/01/2026

Our latest Timely Topics update is here!
Each quarter, we gather timely planning insights, important updates, and helpful reminders designed to keep clients informed and prepared for the months ahead.

This quarter, we are highlighting:
• Trump Accounts
• Mega Backdoor Roth Strategies
• Inherited IRA Beneficiary Options

As the year unfolds, new opportunities, deadlines, and planning conversations can come into focus. Our goal is to provide thoughtful, timely information to help you plan with greater clarity and confidence.
Visit our website to explore the latest update:

Quarterly insights on financial planning, tax planning, and legislative updates.

05/28/2026

Is your advisory team continuing to invest, evolve, and build the depth needed to support your family not just today, but for decades to come?

That's a question Scott Glaze and Jason Koptish spent a lot of time thinking about last week while away in Dallas meeting with advisory firms from around the country.

One theme that stood out throughout discussions was how quickly the wealth management industry continues to change. Over the last 20+ years of building Mainsail Wealth Advisors, it's become increasingly clear to us that the financial lives of the families we serve have grown significantly more complex. The role of an advisory team today extends far beyond managing investments. Clients are looking for guidance, coordination, communication, and a team that can support their family through multiple stages of life.

Our cohort spent an entire day debating and discussing how leading firms are approaching challenges like:
- Using technology and innovation to deliver more insightful and proactive planning
- Designing scalable infrastructure without sacrificing responsiveness or personal service
- Developing and mentoring the next generation of talented advisors
- Building cultures that attract and retain exceptional people
- Continuing to elevate the client experience as firms grow

We always leave these sessions energized about what's ahead for our team. We're confident that by investing in our people, developing future advisors, and building a culture people want to be part of, we will continue building a better experience for the families we serve.

Thank you Ray Sclafani, ClientWise LLC and Barron's Advisor for a great session.

05/25/2026

Today, we pause with gratitude for the brave men and women who made the ultimate sacrifice to protect the freedoms we enjoy every day. ❤️🤍💙 Their courage, service, and selflessness will never be forgotten, and their legacy lives on through the families, communities, and country they served.

As we spend time with loved ones this weekend, we remember those who gave all for future generations. 🙏

Wishing everyone a meaningful and reflective Memorial Day.

05/10/2026

Happy Mother's Day from all of us! 🌸

Today we celebrate the moms who give their all every day: at home, at work, and in all the moments in between. Your dedication, compassion, patience, and strength make such a meaningful impact each day.

At Mainsail, we're especially proud to celebrate the 4 incredible mothers on our team who bring so much care, encouragement, and commitment not only to their families, but also to their clients and colleagues each day.

To all the amazing moms we serve, thank you for the support and inspiration you pass on to those around you, the goals you pursue, and the legacy you are building for future generations. We are grateful to play a small part in helping you plan for the future and protect what matters most.

Wishing all the amazing moms out there a day filled with love, appreciation, joy, and well-deserved celebration. 💐