A Rising Tide Lifts All Boats: Jake Stevenson’s Approach to Leadership at Mint Hill
When Mint Hill was founded, the plan was to have three partners who each focused on a different area of the business. Tim, Tyler, and Matt brought unique skill sets and interests that contributed to a distributed, balanced set of roles and responsibilities. Equally important, they had chemistry as partners that worked, and they did […]
Taxes by Day and Stars by Night
Benjamin Franklin is famously quoted as saying, “In this world, nothing is certain but death and taxes.” Planning for the inevitable certainty of death is an uncomfortable task for many, so we strive to help you connect your choices about the future with your values and the legacy you wish to leave. When it comes […]
If I Had A Million Dollars
When was the first time you grasped the meaning of a large sum of money – say, one million dollars? Maybe it was when you had your first success at the game Monopoly, wiping out your uncle’s savings because you had four hotels on Boardwalk and he had a house on Connecticut Avenue. Maybe it […]
A Legacy in the Making
Over the next year, we will feature each of Mint Hill Wealth Management’s partners – Tim, Tyler, Matt, and Jake – in an effort to help our clients learn more about the individuals they have entrusted to help them manage their financial lives. This month, we share Tim’s story and the role that legacy plays […]
Choosing What Matters
“Tell me, what is it you plan to do with your one wild and precious life?” Mary Oliver (1935-2019), Pulitzer Prize winning poet In Mary Oliver’s famous poem The Summer Day she begins with an existential question: who made the world . . . and the swan, and the black bear, and the grasshopper? Fixated on […]
Peer Review: Words of Wisdom from Mint Hill Clients (Part 2 of 2)
At Mint Hill, we serve over 250 families of physicians and dentists. Last month, we asked several of these clients to share the books that have most influenced their lives. In the second part of this series, we ask these clients to reflect on the following questions: We have appreciated the wise and heartfelt responses […]
Peer Review: What Books Have Most Influenced Your Life? (Part 1 of 2)
Summer is approaching its end. For our family, this means the day camps stop, and our kids begin preparing for a new school year. This comes with new school supplies, clothes that fit, and of course, a fresh 30-lb stack of well-used text books. We convert paper bags into poorly constructed book covers, then load […]
Meet Our New Team Member: Sarah Werner
Mint Hill Wealth Management is pleased to introduce the newest addition to our team, Sarah Werner! As a full-service wealth management firm, we always strive to simplify the complexity of our clients’ financial lives through exceptional service and focused, personal attention. As such, we have added Sarah to our team and believe she will be […]
Market Outlook & Our Response
At Mint Hill Wealth Management, our twofold goal is to 1) simplify the complexity of your financial life and 2) create wealth for you. A large part of these goals means keeping you informed as a client. With some data from our friends at First Trust, we wanted to put the current market in historical […]
“Beyond the Bio” With the Mint Hill Team
At Mint Hill, we serve 240 families of physicians and dentists located in 39 different states. Many of these relationships are remote, relying primarily on phone, email and video conferences. This offers many benefits – for example, instead of fighting traffic to get to our office, you can meet us from the comfort of your […]