BearingStone Wealth

08/28/2025

KED’s sold-out Swing Toward Hope Golf Tournament raised $70,000+ to support youth and families impacted by addiction.

Thanks to sponsors like BearingStone Wealth and the generosity of donors and participants, these funds will fuel KED’s free prevention, education, and recovery services.

A powerful reminder of what community can achieve together. 💚

07/18/2025

We’re proud to support our community in meaningful ways. BearingStone Wealth recently co-sponsored an event for the Family Justice Center of Erie County, raising over $38,000 to fund the creation of a new children’s room at the Center. This special space will provide comfort, safety, and a sense of normalcy for children whose families are seeking support during incredibly difficult times. It’s more than just a room - it’s a safe haven filled with hope. Thanks to Karen Meltser (we will tag Karen in the post) for all of her help and Park Country Club (we will tag Park Country Club in the post) and Jason Frese (we will tag Jason in the post) for the amazing venue and exquisitely executed party. Together, we’re building more than financial futures—we’re helping build a stronger, safer community. 👉 Learn more about the Family Justice Center and their incredible work: https://fjcsafe.org ://s3.amazonaws.com/static.contentres.com/media/SocialPostImage/variantSize/16af9677-0d1a-4c14-a758-c9de29361db9.jpganning

07/12/2025

Exciting stuff over here at BearingStone Wealth, Inc.! We have officially concluded the merger of our 2 firms, Lincoln Sparrow Advisors, LLC and Progressive Planning Services, Inc. with a cherry on top..........new signage. Big thanks to my friend Michael Newman and Ron Levesque from Saxton Sign for an amazing finished product! Also thanks to the BSW Main Man, Daniel Heims for coordinating everything.

06/10/2025

Weekend adventure alert!
Josh and Ken, swapped suits for rods and hit the waters of Florida in search of the legendary tarpon—and they weren’t disappointed. Ken hooked a 6-foot, 150-plus pound monster, and with some serious teamwork (and a little sweat), Josh jumped in to help reel it in.
From boardrooms to the boat deck, these two know what it takes to get the job done. Here's to chasing big wins - and even bigger fish - together.

05/26/2025

With deepest gratitude, we honor our fallen heroes who made the ultimate sacrifice for our freedom.

05/22/2025

Gain Momentum with Goal-Driven Plans

Are you excited about the possibility of an early retirement or worried about whether you'll have the means to live comfortably? Our assessment evaluates your current assets and resources, such as Social Security, personal savings, investments, and retirement plans. We use this data as a launchpad to explore possible retirement income sources and create a plan to secure your long-term financial stability.

For more information visit us at

Welcome to BearingStone Wealth! We are excited to announce the merger of Lincoln Sparrow Advisors and Progressive Planning Services into a new ensemble firm, dedicated to better serving your financial needs with experience, integrity, and expertise. New Brand, New Website. Same dedicated, reliable t...

05/20/2025

One common mistake people can make when naming beneficiaries is to name someone who is "unavailable," such as a minor or a family member with special needs. To avoid issues of unavailability, consider naming a trust as the beneficiary, instead of the individual.

05/18/2025

Real Estate Advice

Alternative Investments: Real Estate 1031 and 1033 DST Transactions. 1031 Exchanges are subject to IRS rules and strict timelines. Investors must meet all requirements to qualify for tax deferral, and any missteps could lead to unexpected tax liabilities. Always consult with qualified tax, legal, and financial professionals to determine whether a 1031 Exchange aligns with your unique circumstances.

For more information visit us at

Welcome to BearingStone Wealth! We are excited to announce the merger of Lincoln Sparrow Advisors and Progressive Planning Services into a new ensemble firm, dedicated to better serving your financial needs with experience, integrity, and expertise. New Brand, New Website. Same dedicated, reliable t...

05/16/2025

Business planning allows you to set clear goals and objectives, identify potential opportunities and develop strategies to capitalize on them. A well-crafted tax-intelligent business plan can help you save money, streamline operations, and improve your overall financial performance. By taking the time to plan, you can set up your business to be successful and sustainable in the long run. Don't overlook the benefits of business planning - start crafting your plan today!

Most businesses in the U.S. are not run by corporations, but rather families. Planning for contingencies in running a business allows for both employer and e...

05/12/2025

Simplify Your Path to What Matters Most

Running a business can be demanding, especially when it comes to managing finances. We can help free up your time and energy, allowing you to focus on growing your business or enjoying your personal life. BearingStone Wealth can develop a comprehensive plan that aligns with your ideal business and lifestyle.

For more information visit us at

Welcome to BearingStone Wealth! We are excited to announce the merger of Lincoln Sparrow Advisors and Progressive Planning Services into a new ensemble firm, dedicated to better serving your financial needs with experience, integrity, and expertise. New Brand, New Website. Same dedicated, reliable t...

05/10/2025

Maximize Your Wealth Potential with Tailored, Holistic Strategies

Our comprehensive services are designed for your unique needs and goals across every aspect of your finances. We manage your entire financial portfolio and provide you with insight and guidance, so you feel confident about every aspect of your personalized financial strategy.

For more information visit us at

Welcome to BearingStone Wealth! We are excited to announce the merger of Lincoln Sparrow Advisors and Progressive Planning Services into a new ensemble firm, dedicated to better serving your financial needs with experience, integrity, and expertise. New Brand, New Website. Same dedicated, reliable t...

05/08/2025

Building Wealth Is About More Than Just Numbers

True wealth isn’t just about accumulating assets - it’s about creating a life filled with purpose, security, and opportunities for your loved ones.
That’s why we take time to understand our clients’ values and dreams before building a financial plan.
What does wealth mean to you? Let’s connect to further the conversation.

Visit us at

Welcome to BearingStone Wealth! We are excited to announce the merger of Lincoln Sparrow Advisors and Progressive Planning Services into a new ensemble firm, dedicated to better serving your financial needs with experience, integrity, and expertise. New Brand, New Website. Same dedicated, reliable t...