Wealth Management, Inc.

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Wealth Management, Inc. Independent Advisor Service Wealth Management, Inc. is a Little Rock-based wealth management firm that is a continuation of a practice founded by Robert J.

Holdford in 1987. We’re dedicated to providing our clients with the highest level of service and delivering trust, transparency and accountability to help ensure you have a personal experience with your advisor. Our team focuses on helping our clients pursue their financial goals and objectives through our proprietary LIFEonomics Wealth Management System combined with the skillsets of our Wealth Advisors, Advanced Solutions, Investment Committee and Research team. Vision: Our goal at Wealth Management, Inc. is to build meaningful, long-term relationships with a select group of families. Empowering them to spend the rest of their lives doing only that which is truly important to them, with the people who are truly important to them. Mission: To inspire and empower our clients to achieve True Wealth, breaking free of worry and regret, through a unique combination of wealth planning, asset management and life coaching, called LIFEonomics™. Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Wealth Services LLC is under separate ownership from any other named entity. Arkansas Insurance Producer License Number 25003


Third party posts found on this profile do not reflect the views of and have not been reviewed by Cetera Wealth Services, CWM, LLC or Wealth Management, Inc. as to accuracy or completeness. For a list of states in which I am/we are registered to do business please visit: http://www.canistillretire.com

Tool: Roth vs. traditional IRA calculator Roth or traditional IRA? It may sound like a simple choice, but current contri...
10/17/2026

Tool: Roth vs. traditional IRA calculator

Roth or traditional IRA?

It may sound like a simple choice, but current contribution limits and factors such as your age can affect which options are available to you.

Use the calculator to see which combination of Roth, traditional tax-deductible, and traditional non-deductible contributions may be available to your household:https://ow.ly/JzkH50ZXjof

Blog: Next-level retirement planning: Advanced retirement strategiesIn a world that seems ever-changing, planning for re...
10/16/2026

Blog: Next-level retirement planning: Advanced retirement strategies
In a world that seems ever-changing, planning for retirement can feel overwhelming. Are there blind spots in your plan that could cause concern down the road?
We’ve got four advanced strategies that can help cover any potential blind spots—helping to maximize your retirement and make your money last. https://ow.ly/T5CN50ZXjhl

Blog: 7 financial planning tips for small business ownersAs a small business owner, you probably end up wearing a lot of...
10/14/2026

Blog: 7 financial planning tips for small business owners
As a small business owner, you probably end up wearing a lot of hats. But one of the most important of your many responsibilities is managing finances—it can be the difference between a thriving business and one that’s struggling.
Need some support in this area? Check out our 7 tips for keeping your business financials in check over the long run: https://ow.ly/bsP950ZXiZG

Market Commentary: The bull turns four, and a look at the midterm electionWhat a ride the past four years have been. Wit...
10/13/2026

Market Commentary: The bull turns four, and a look at the midterm election
What a ride the past four years have been. With so many seeing a recession ahead in late 2022, we were bullish. And four years later, we still think this bull may have more room to run.
But how will the upcoming midterm elections affect the market? Get our insights in the latest Market Commentary:https://ow.ly/tokI50ZXiNA

Tool: 401(k) calculator Are you saving enough for retirement?A 401(k) is one of the most common ways Americans build wea...
10/10/2026

Tool: 401(k) calculator

Are you saving enough for retirement?

A 401(k) is one of the most common ways Americans build wealth, but it can be hard to know if you’re on track.

Use this calculator to estimate how your savings could grow and what it might mean for your retirement. https://ow.ly/JiRn50ZUUhX

Blog: 8 blunders to avoid in retirementRetirement can be exciting. But it can also bring a lot of uncertainty.The good n...
10/09/2026

Blog: 8 blunders to avoid in retirement
Retirement can be exciting. But it can also bring a lot of uncertainty.
The good news? Thoughtful planning can help you feel more confident about what comes next.
Avoiding these common retirement planning mistakes can help you start the next chapter on the right foot: https://ow.ly/1kz250ZURn4

Blog: 10 year-end tax planning strategies to considerNow is a good time to take a closer look at your financial picture,...
10/07/2026

Blog: 10 year-end tax planning strategies to consider
Now is a good time to take a closer look at your financial picture, including your tax situation.
You may still find opportunities to make strategic moves that could help reduce your tax burden today and support your long-term financial goals.
Check out 10 year-end tax planning strategies we think you should consider: https://ow.ly/qh9G50ZURjQ

Market Commentary: Stubborn inflation problem meets a Goldilocks jobs reportThe latest economic data is giving investors...
10/06/2026

Market Commentary: Stubborn inflation problem meets a Goldilocks jobs report
The latest economic data is giving investors a mixed picture. The labor market remains solid, which is encouraging for the economy and markets. At the same time, inflation is proving to be persistent.
What does it mean for investors? Our latest market commentary breaks down what’s happening with jobs, inflation, rate hikes, and the markets: https://ow.ly/JWW550ZURfT

Market Commentary: A Dove in Hawk's Clothing—the Fed Hikes, but It's Still a Dovish Fed The Fed raised rates for the fir...
09/22/2026

Market Commentary: A Dove in Hawk's Clothing—the Fed Hikes, but It's Still a Dovish Fed

The Fed raised rates for the first time in three years.

That sounds hawkish. The rest of the message was less so.

Even with stronger growth, lower unemployment, and higher inflation in its own projections, the median Fed official still sees just one more hike this year and none in 2027.

See why the headline rate hike may not tell the whole story: https://ow.ly/tLIF50ZQ7cC

The Fed’s next move will get plenty of attention. But if rates start moving higher again, the bigger story may be what h...
09/08/2026

The Fed’s next move will get plenty of attention.

But if rates start moving higher again, the bigger story may be what happens after that first increase.

In four of the last five hiking cycles, the S&P 500 was higher a year after the first hike. The exception was the aggressive 2022–23 cycle, when rates climbed from 0.25% to 5.5%.

See why the pace of future rate hikes may matter just as much as the first move:https://ow.ly/qM2r50ZL0ZX

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10809 Executive Center Drive Suite 319
Little Rock, AR
72211

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