Ullmann Wealth Partners

06/03/2026

If you’re feeling uncertain about your financial stability, reach out to us at Ullmann Wealth Partners.

"Our Discipline. Your Freedom." is more than our mantra—it reflects our commitment to helping you build a thoughtful financial plan that provides confidence, clarity, and peace of mind for the future.

Some 51% of U.S. adults feel financially “conflicted,” experiencing both stability and uncertainty, , according to a new survey by Edward Jones and Gallup, their first on the topic. 🔗 https://on.wsj.com/4u8WlkA

Roughly 5,000 people were polled in late March and early April.

People feel conflicted because they are weighing more than today’s bills, according to Penny Pennington, managing partner at Edward Jones. They are looking ahead at the schools their children and grandchildren might attend, the lives they will lead and the cost of making it possible.

The state of limbo cuts across income levels. Roughly seven in 10 households earning $135,000 or more said they don’t feel financially fulfilled.

06/01/2026

Join Ullmann Wealth Partners on June 3rd from 6 to 8pm at Chipshot for an evening of pickleball, great drinks, and good people that you do not want to miss out on.

Whether you are a pickleball pro or have never picked up a paddle in your life, this event is designed to be a fun, low-key night where you can connect with our team and the Jacksonville community in a setting that has nothing to do with spreadsheets or market updates.

Spots are limited, so grab yours before they are gone. Link in bio to RSVP.
📅 June 3rd | 6-8pm

📍 Chipshot, Jacksonville

05/30/2026

Happy Birthday to Katie Fiallo, Client Services Associate at Ullmann Wealth Partners. We’re wishing you a wonderful day and are so grateful to have you as part of the team. Thank you for all that you do for our clients and firm — we hope your day is as amazing as you are!

05/29/2026

Ullmann Wealth Partners has been ranked Top 10 among Registered Investment Advisors in Jacksonville by the Jacksonville Business Journal for 2026, and we don't take that lightly.

This recognition is a direct reflection of the trust our clients place in us every single day, the relationships we've built over years of showing up, and our unwavering commitment to putting your financial future first, not ours.

In a city full of talented firms, being named to this list means we are doing something right, and we are just getting started.

If you have been wondering whether your money is working as hard as you are, this might be the sign you needed to finally have that conversation.

📲 Link in bio to schedule your complimentary consultation.

Disclosure: Ullmann Wealth Partners did not compensate the Jacksonville Business Journal for this ranking. This recognition was awarded independently based on the Journal's own criteria and research.

05/28/2026

We're hosting our next client event at Chipshot on June 3rd from 6 to 8 p.m., and you do not want to miss it!

Think indoor pickleball, golf simulators, co****le, great food, and even better company. Whether you're a pickleball obsessive or have never touched a paddle in your life, there's something for everyone and it's going to be a great evening.

Call our office to RSVP and save your spot before it fills up.

05/27/2026

Not every wealthy family needs a family office, and knowing whether it’s an appropriate step to take for your situation can make a huge difference.

Jack Gunn, CFP®, Director of Investments and Wealth Advisor, shared his perspective with Crain Currency in April 2025 on what drives the decision to establish a family office.

"When we talk to families, we would say you need at least $250 million to maybe even $500 million to have a really good single-family office," he said.

His quotes were recently cited in a Medium article exploring what high-net-worth families truly need before building formal wealth structures.

Read the Medium feature here: https://medium.com//you-probably-dont-need-a-family-office-here-s-what-you-actually-need-instead-30339dedd2a1

05/20/2026

The Spring Issue of Perspectives is out! In this edition, Glenn Ullmann reflects on buying the “haystack” instead of searching for the needle, reinforcing the power and value of a well-balanced portfolio in helping you reach your goals. You’ll also meet Client Services Associate MJ, learn more about the Mahjong craze, and explore insights on the benefits of buying vs. leasing a car. Plus, check out our Ullmann Wealth Updates for exciting news, great book recommendations, and a link to our Women’s Health: Navigating Hormones, Wellness & Longevity webinar.

View the complete newsletter here:https://static.fmgsuite.com/media/documents/94f83f44-b29f-4deb-82e4-b34fb90ac87b.pdf

05/15/2026

Want to get ahead financially in 2026? Start by paying yourself first.

Max out your 401(k). Fund your HSA. Contribute to college savings. Do it early, not at the end of the year if there’s anything left.

The strongest financial plans prioritize saving before spending. When the calendar turns, make your future the first bill you pay.

That’s how momentum is built.

05/13/2026

The strongest financial plans don’t start with spending, they start with saving.

Pay yourself first.

Max out your 401(k).
Fund your 529s.
Contribute to your HSA.

Do it early. Automate it. Remove the temptation to “wait until later.”

When your savings are handled upfront, the rest of the year becomes a lot more enjoyable, because your future is already funded.

Build the discipline first. The lifestyle follows.

05/11/2026

Ultra-high-net-worth families don’t have different questions, just more zeros. At the end of the day, everyone is asking the same things: Will I be okay? Can I support my family? How do I give back in a meaningful way?

We are here to help navigate these questions with you...