Assembly Wealth

Your goals, passions, and dreams aren’t generic. Neither is our approach.

07/17/2026

Financial scams are more sophisticated than ever, but a little knowledge can go a long way. Here are the top 5 scams we’re seeing right now:

📃 In-person scams where fraudsters go door-to-door
⚡ Cryptocurrency scams where victims get a few wins before losing it all
💲 Exclusive, private investments with guaranteed returns
🛑 Fake tech support calls and pop-ups
🚨 SIM-swapping attacks that hijack your phone number

Our full article explains how each scam works and how to protect yourself and vulnerable loved ones.

👉 Click the link in the comments to read more.

07/08/2026

Trump Accounts are designed to help kids build long-term wealth. They offer tax-deferred growth and even a $1,000 government “jumpstart” for eligible children.

However, there are also strict investment rules, potential tax implications and situations where other options, such as a 529 plan, may be more effective.

👉 Before you decide to open a Trump Account, click the link in comments to read all the pros and cons.

07/06/2026

If you plan to (eventually) move into a 55+ community or retirement home or are exploring options for a loved one, check out our latest blog post. Click the link in the comments below.

06/17/2026

Are municipal bonds a good investment? It depends on your tax bracket and where you live. Click the link in the comments for what you need to know before investing in municipal bonds.

06/04/2026

Don’t wait for a crisis to decide how you’ll care for aging loved ones. Click the link in the comments to learn about your options.

05/29/2026

⚠️ The cost of a four-year degree is increasing faster than inflation. If you’re concerned about saving for a child’s college education, check out our latest post. We cover:

💰Tax-advantaged ways to save for educational expenses
🛑 Common pitfalls to avoid
📊 How much a college education may cost in the future

Click the link in the comments for more.

05/20/2026

Curious about alternative investments? Before you invest, read our short overview of alternative assets, including:

📃Different types of alternative investments
🤔 Pros and cons of alternative investments
❓Important questions to ask before investing

Click the link in the comments to read the article.

05/08/2026

Are you following any of these retirement “rules of thumb”?
• Withdraw 4% a year, and you’ll never run out of money
• You only need 80% of your current income in retirement
• Plan to live until age 95
• Pay off your mortgage as soon as you can
• Invest 100 minus your age in stocks

We broke down all five. One should be retired completely. The other four depend on your goals, timeline, and risk tolerance. Link in the comments.

04/23/2026

Trump Accounts are a new way to save money for your child’s education or first home purchase. But are they a good fit for your family? Click the link in the comments to learn about the pros and cons of Trump Accounts.

04/22/2026

Fraudsters have taken scams to the next level, even going door-to-door. Fortunately, a little knowledge can go a long way.

Click the link in comments to learn about the top 5 financial scams going on right now and how to protect yourself and vulnerable loved ones.

Address

319 Miller Avenue
Mill Valley, CA
94941

Telephone

+14155417774

Website

http://letsassemble.com/

Alerts

Be the first to know and let us send you an email when Assembly Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Assembly Wealth: