Kapteyn Wealth Partners

The conflict in Iran could push oil prices higher in the near term. However, as with most geopolitical events, the situation remains fluid. Here's how the conflict could impact the oil supply, markets, and the broader economy:

The Iran conflict's impact on oil prices raymondjames.com

We wish you a Merry Christmas and a Happy New Year. Thank you for another year of your loyalty, support and trust in us. We are honored to serve you and your family so you can enjoy a life more valuable. We are excited to see what 2026 brings for us and to hit the ground running in serving you.

We will be closed December 24 at 1 PM and December 25 to celebrate Christmas. We will also be closed January 1 on New Years Day. For any urgent needs, we encourage you to reach out to your advisor prior to their time out of the office or reach out to Raymond James Client Services at (800) 647-7378.

Our office will be closed tomorrow, December 12 from 1 PM to 5 PM to celebrate our staff Christmas party. We will be open Friday morning from 8:30 AM to 1 PM.

For any urgent needs, we encourage you to reach out to your advisor prior to their time out of the office or reach out to Raymond James Client Services at (800) 647-7378.

Happy Thanksgiving! Wishing you a season filled with gratitude and joy.

Last week we celebrated our 10-Year Anniversary with over 400 of our clients at Millennium Park. Thank you to each and everyone of you that celebrated with us. We hope you enjoyed the food, the music and the company as much as we did. From the Kapteyn Wealth Partners team, thank you for your support and loyalty these past 10 years. We look forward to serving you and your family for many years to come.

This month, our Client Service Associates had the opportunity to enjoy the annual Branch Associate Regional Conference in Chicago. This conference is a great resource for our team to get industry updates and network with other branches in the midwest region. Thank you to Taylor and Cassie for attending on behalf of Kapteyn Wealth Partners.

We hope you had a wonderful holiday weekend! Our team is so excited to celebrate our 10-Year Anniversary with you this Thursday from 4 - 7 PM with drinks, live music and food trucks. Join us at Millennium Park - Grant Pavilion.

TODAY is the last day to RSVP to our 10-Year Anniversary celebration on September 4, from 4:00 PM to 7:00 PM. Stop by for food, drinks and live music.

To reserve a spot, please call us at 616-816-1600 or email [email protected].

The Kapteyn Wealth Partners team is excited to invite you to our 10-Year Anniversary celebration on Thursday, September 4, from 4:00 PM to 7:00 PM. Stop by for food, drinks and live music! To RSVP, call 616-816-1600 or email [email protected] by Monday, August 18.

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From the team at Kapteyn Wealth Partners, Happy Independence Day! Have a wonderful and safe holiday.

Our office will be closed with markets on Thursday, July 3 at 1 PM and July 4.

Exciting things are happening at KWP!

We are thrilled to announce that Anna Lodewyk has successfully passed the CERTIFIED FINANCIAL PLANNER® exam! 🌟

This prestigious certification is a testament to Anna's dedication, hard work, and expertise in the field of financial planning. Her commitment to excellence and continuous learning is truly inspiring.

Please join us in celebrating this incredible milestone in Anna's career. We are proud to have such a talented and driven professional on our team. Here's to many more achievements and successes ahead!