Lineage Wealth Management, Inc

Lineage Wealth Management, Inc Lineage Wealth Management, Inc; The firm for Your Financial Road Map for Life. Member FINRA/SIPC.

Securities and advisory services offered through LPL Financial, a registered investment advisor. finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the sta

tes in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Here's to wishing everyone a Great 4th of July!
07/03/2026

Here's to wishing everyone a Great 4th of July!

06/30/2026

The second quarter is winding down and what a quarter it has been with the S&P 500 up 12.6% quarter to date, while the Nasdaq-100 and Russell 2000 are both up over 20%. Despite some twists and turns, the path of least resistance for stocks broadly remained up and to the right for much of the last th...

06/19/2026

The U.S. initial public offering (IPO) market appears to be entering one of its most consequential periods in years. After a long drought following the 2021 issuance boom, a healthier macro backdrop, improved risk appetite, and a long queue of mature private companies have reopened the new-issue win...

06/12/2026

Market adjustments and yields: Fixed income markets have absorbed significant geopolitical and economic developments in recent months, particularly since the escalation of the Iran conflict. Treasury yields have risen sharply, reflecting a combination of higher growth expectations, elevated term pre...

06/05/2026

You need insurance to protect your vacation home, but it shouldn't overlap your existing homeowners insurance coverage. A dwelling fire policy may fill your need: It's designed for a second home, providing coverage for the dwelling itself and your personal property. A dwelling fire policy may be les...

06/05/2026

Trusts are powerful and versatile estate planning tools.

06/05/2026

Be sure you understand the options for your 401(k) plan when leaving your job.

06/05/2026

Stocks followed April’s strong monthly gain with another healthy advance in May with all three major large cap averages closing the month at record levels. Artificial intelligence (AI) tailwinds continued to support and were the most prominent market driver last month with key takeaways around ins...

05/29/2026

Commodity market trends: Commodity markets have been on an impressive, and volatile, run so far this decade, with leadership oscillating between energy and precious metals. Not surprising, after commodities’ “Lost Decade” of the 2010s, given the asset class tends to move in long capital cycles...

This Memorial Day, I pause to remember the brave men and women who made the ultimate sacrifice in service to our nation....
05/22/2026

This Memorial Day, I pause to remember the brave men and women who made the ultimate sacrifice in service to our nation. Their courage, commitment, and selflessness are the foundation of the freedoms we enjoy every day. 🇺🇸

As a veteran who proudly served in Germany with the 3rd Infantry Division, 3rd Squadron, 4th U.S. Cavalry Regiment, Memorial Day carries deep personal meaning for me. It is not simply the beginning of summer or a long weekend—it is a solemn day of remembrance for those who never made it home.

Today, we honor the fallen, remember their families, and reflect on the extraordinary cost of freedom. May we never forget the sacrifices made by generations of American service members who answered the call of duty.

Freedom is never free.

God Bless our fallen heroes, our veterans, active-duty military, and the United States of America

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500 E Main Street, Ste 1110
Norfolk, VA
23510

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 4pm

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