Pleasant Wealth
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Wish investments felt good instead of stressful? At Pleasant Wealth, we're changing that narrative. It's time to feel good about money. Ready to begin?
01/01/2026
This year has filled us with deep gratitude.
A large part of that comes from the trust our clients place in us, and the meaningful financial decisions they make every day.
Here are just a few of the figures that represent the impact we had together this year:
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Read more: https://pleasantwealth.com/relationships-money/reflecting-on-2025-the-good-we-do-together/
10/02/2025
The overall divorce rate has gone down over the last several decades, but do you know which age group is defying that trend? The answer may surprise you.
It’s actually older Americans, specifically those over 65, who are divorcing more now than they were 30 years ago.
In this month’s featured piece from Clinton, we explore the practical next steps and key things you should have in mind if you’re going through this life change.
Click here to claim your Sponsored Listing.
Our Story
At Pleasant Wealth, we forge lasting relationships with clients, earning the right to be heard in both collegial and candid conversations. These interactions help us assess current needs and plan long-term strategies which steward your investments and secure your future.
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Disclaimer: Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Pleasant Wealth, LLC is not affiliated with Kestra IS or Kestra AS. finra.org/sipc.org
This profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.
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Opening Hours
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 3pm |
