Ullmann Wealth Partners

Ullmann Wealth Partners Wealth Management Specialists focused on helping clients achieve overall financial health so they can live the lives they want to live.

Ullmann Wealth Partners provides a diverse range of wealth management services, from investment management to advanced planning needs. We empower our clients with a customized, systematic process to help in achieving overall financial health. In pursuit of the goals we define together with our clients, Ullmann Wealth Partners' approach to wealth management combines best practices in investment man

agement, advanced planned and coordination with your other expert professional advisors. It’s a wider perspective that’s bigger than financial products and market returns. It is a process, carefully mapped, monitored, and refined. Our client relationships are a true collaboration built on leadership, openness, care and proactivity.

On Monday, July 27th a massive tornado hit Menasha, Wisconsin.Menasha holds a special place in Caitlin Frederick’s heart...
08/06/2026

On Monday, July 27th a massive tornado hit Menasha, Wisconsin.

Menasha holds a special place in Caitlin Frederick’s heart, as it was her hometown. Specifically, her family lived on Doty Island from 1996 to 2019.

Unfortunately, this little community took the brunt of the EF3 tornado with peak winds of 140 miles per hour.

The town is still without power and many of her friends’ homes, businesses, and community buildings are completely destroyed.

This is a town full of very kind and hardworking people who could really use some help.

If you are interested, please consider supporting any of the below charities that are working to rebuild this community.

Samaritan’s Purse: https://sampur.se/4bzKOnV

United Way Fox Cities: https://bit.ly/4wIXTnz

Community Foundation for the Fox Valley Region: https://bit.ly/4whshEp

Saint Mary’s in Menasha Church: https://bit.ly/4c6zdwN

08/05/2026

Most investors own the index. Fewer own what is inside it, and that distinction matters more than people realize.

When you own an ETF, you own one basket with no tax loss harvesting opportunities even when individual positions inside it are down. When you own the underlying companies directly, those losses can be harvested immediately and reinvested to keep the strategy on track.

The result is similar market exposure with a meaningful tax advantage that compounds significantly at a high net worth level.

This is one of the strategies we are actively discussing with clients right now.

Let's talk about whether it makes sense for you: https://www.ullmannwealthpartners.com/contact-us2

Happy birthday to our newest Wealth Advisor, Will Haga, CFA! We’re thrilled to have you on the Ullmann Wealth Partners t...
08/03/2026

Happy birthday to our newest Wealth Advisor, Will Haga, CFA! We’re thrilled to have you on the Ullmann Wealth Partners team and hope you have a wonderful day!

07/31/2026

The conversation around AI has become incredibly extreme, and both sides are missing the point.

One camp is predicting the end of human labor. The other is catastrophizing every round of layoffs as proof the robots have won. The truth, as usual, lives somewhere in the middle.

Economies adapt. They just do it slowly. And context matters more than headlines. A company trimming headcount after an aggressive hiring surge is a very different story from an economy permanently eliminating the need for human work.

At Ullmann Wealth Partners we spend a lot of time helping clients separate signal from noise. In markets, in the economy, and in the headlines.

Ready for a clearer picture of what actually matters for your financial future? Let's talk: https://www.ullmannwealthpartners.com/contact-us2

07/29/2026

Our Rotary chapter at the Downtown Club of Jacksonville had the privilege of presenting $76,000 in grants to nine local charities, and watching each organization share the work they are doing reminded us exactly why community involvement matters beyond writing a check.

Giving back has always been part of how we operate at Ullmann Wealth Partners, not as a line item but as a genuine priority.

07/24/2026

Most investors panic when markets drop. The ones building real wealth treat it like a sale.

If you are consistently contributing to your portfolio, volatility is not the enemy. It is actually an opportunity to buy the same quality assets at a better price, and when markets recover those positions deliver an amplified return.

The discomfort is real but so is the advantage, if you stay the course.

At Ullmann Wealth Partners we help clients reframe volatility before it becomes a reason to make a costly decision.

Call us at 904.280.3700

07/21/2026

Starting your 401k at 30 vs. 50 is not a small difference. It is a $3 million difference.

Compounding does not care how hard you worked or how much you know about investing. It only cares how much time you gave it. Every year you wait is not just a missed contribution, it is a missed year of growth on every dollar that came before it.

The most expensive financial decision most people make is the one they keep putting off.

At Ullmann Wealth Partners we help clients make sure time is working for them, not against them.

Let's talk: https://www.ullmannwealthpartners.com/contact-us2

07/20/2026

Family wants you to invest in their business? Glenn Ullmann's advice is simple, treat it as a gift, not an investment.

Assume the money is gone the moment you hand it over. The reasoning is not pessimism, it is protection. When you stop expecting repayment, you remove the resentment that quietly builds when it does not come.

The relationship survives because the expectation never existed in the first place.

Ullmann Wealth Partners has been named a 2026 Top RIA by Financial Advisor Magazine!Recognition like this isn’t possible...
07/20/2026

Ullmann Wealth Partners has been named a 2026 Top RIA by Financial Advisor Magazine!

Recognition like this isn’t possible without a dedicated team that shows up for clients every day. It’s a reflection of the trust our clients place in us and our continued focus on delivering thoughtful, personalized wealth management.

Check out the full ranking: https://www.fa-mag.com/news/the-stars-are-aligned-87627.html?section=133

Ullmann Wealth Partners did not pay a fee to be ranked or for promotion of the award. Award was provided in July 2026, and rankings are based on Financial Advisor Magazine’s research using assets under management as of 12/31/2025.

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1540 The Greens Way
Jacksonville Beach, FL
32250

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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