Halcyon Wealth Partners

Thoughtful growth starts with the right people.

We’re excited to welcome two new colleagues to Halcyon who bring experience and a shared commitment to serving clients with care.

Adam joins us as a Financial Advisor, leading client meetings and delivering comprehensive wealth‑planning guidance. Brandon joins us as a Support Advisor, assisting in client meetings and ensuring seamless operations.

Last week, we traded our desks for a day of giving back.

With , we sorted and organized donations, creating 33 pallets, 17,891 pounds of food, and 14,461 meals for our community.

Small actions, big impact. 💛

This Memorial Day, we observe with deep gratitude and reverence those who gave their lives for freedom.

Great conversations, meaningful connections, and empowering financial futures.💲⭐

Thank you to the women who joined us at Trellis Wine Bar for our Women’s Financial Planning event. Kristen Wegman shared valuable insights on the essentials of budgeting and investing, helping everyone take confident steps toward their financial goals.