Westberry Wealth Management, LLC

03/16/2026

❄️ Driveway Shoveling Help Available! ❄️

Landry and Jocelyn are looking to earn a little money shoveling driveways! If you’ve already put your snowblower away, you’re heading out for spring break, or just don’t feel like dealing with the snow, they’d love to help.

Pricing:
• Single driveway — $20
• Double driveway — $30
• 3-car driveway — $40

Send me a direct message if you’d like them to come shovel your driveway::If you want, I can also make a more “neighborhood friendly / Cedar Rapids community page” version that tends to get more responses.

10/29/2025

I wanted to update the office hours for this week. If you have an appointment, I will be there and available, if you stop by and I’m not there don’t worry I’m down at St. Luke’s.
On Monday and my dad wasn’t feeling good. My mom took him to the hospital just to get him checked out. They found that he had an irregular heartbeat. They wanted to keep him overnight so after he got checked in, my mom went to get his stuff from the house that he needed to stay overnight. On the way to the car, my mom tripped and fell on her left side fracturing her left hip. She had to stay over Monday night as well. Yesterday she had emergency surgery to fix her hip. Everything went well, this afternoon my dad will be having an operation for his regular heartbeat so as you can see, I will be spending most of the time down at the St. Luke’s. If you need anything, please feel free to reach out to me on my cell phone or leave a message on the office phone it’ll go right to my email. My cell number is 319-310-6706.

08/26/2025

🧁🍪 Got a sweet tooth? Jocelyn is selling Scratch Cupcakes & cookie dough to support her Cedar Rapids Red 9U Softball Team! ⚾️❤️🖤 Help her hit her fundraising goal—Click this link to support Jocelyn reach her goal!!

07/17/2025

Great News:

Finally, I was approved by the State of Iowa.

100% Back to Work!!!!

06/10/2025

Please, Do Not Panic
Your SCF Statements say $0 or little balance, don't panic. Even though they were not supposed to transfer any of my clients' accounts, SCF transferred all those account over to LPL Financial.
They will be assigning new reps to all accounts. If you would like to continue working with me please give the office a call. I will get you in touch with the firm I will be working with going forward.

05/28/2025

Please Read Regarding SCF & LPL

As many of you have heard, things are finally moving in the right direction for me—and I truly appreciate all your patience and support throughout this long process. I’m currently just waiting for everything to come together, and I’m excited for what’s ahead.

Some of you have recently been contacted by LPL Financial. As you may recall, LPL announced back in February 2024 that they would be acquiring SCF Securities. I want to be clear: I am not planning to join LPL Financial.

I also spoke with SCF Securities directly, and they assured me that no client accounts would be transferred to LPL without client permission. Unfortunately, that has not been the case. Many of you have been receiving calls and emails from LPL, assigning you to a new representative without your consent.

If you would like to continue working with me, I can help you move your accounts to the new firm I’ll be partnering with. Several of you have already completed the transition paperwork to move over to Fidelity—if that’s you, feel free to disregard this message.

However, if you receive a call, email or letter from LPL Financial, or if you notice your SCF account shows a zero balance, please contact me right away. I’ll walk you through the next steps and make sure your accounts are handled properly and securely.

Thank you again for your trust and continued support—it means the world to me.

Matt
(319) 213-9916

05/17/2025

Boys working for businesses

05/14/2025

So some of your withdrawals have been messed up because of the transfer of your account from SCF to LPL without your permission.
Please check you bank accounts and make sure your deposit were made for this month. If they were missed we need to call LPL, asap and jump through their hoops to get it paid.
Then we will move your accounts back over to my new firm.

Call now to connect with business.

05/14/2025

Great News!! I am in the hiring process with Secure Asset Management. They will be replacing SCF Securities. Its been a long journey. Very thankful for all the calls, text, and support.
With that being said, SCF was bought out by LPL Financial. They were not suppose to transfer my clients to LPL. They lied.
They transfered all my client and assigned them new Advisors with LPL. I will need to meet with each one of you and get the paper work to get your accounts over to my new firm.
Please give me a call as soon as you get your information from LPL Financial and I will get you account moved back over here.
Looking forward to see everyone soon.

05/08/2025

I received Great News today!!! I will be giving an update and letting you the next step soon. Please call me if you have any questions.

03/28/2025

Good Morning:

I’m excited to share that we’ve received the decision we were hoping for, which marks a huge step forward in my journey back to employment! This was the first major hurdle cleared, and I’m so grateful for how things have turned out.

While there’s still some uncertainty around the timing to the path forward, this is definitely a reason to celebrate. I wanted to take a moment to thank all of you for your thoughts, prayers, emails, and text messages during this time—it means the world to me to have your support.

I’ll be sure to update you with more details as I figure out what’s next. For now, I’m just so thankful to have crossed this milestone.