Ian Wesley Borgstedt, CFP, Financial Advisor at Maxem Wealth Advisors

This clematis was nothing more than a stick in the ground when Brenda and I transplanted it after moving several years ago. We never thought a simple stick would return, and we were convinced it was a goner. Today, it’s thriving—a beautiful reminder of what care and patience can accomplish. It made me think about how transplanting an outdoor plant is much like nurturing and growing your wealth. Both require foresight, the right environment, and ongoing attention. Just as this clematis needed time and consistency to establish strong roots and flourish, a well-crafted financial plan grows through steady guidance, thoughtful adjustments, and long-term commitment. The results—whether in the garden or your financial life—are well worth the effort.

June 26th, see you there!

Most investors are completely missing this.

They’re stuck in public markets…
Paying full freight in taxes…

And completely overlooking one of the most powerful (and accessible) asset classes out there.

👉 Private real estate.

On June 26th at 12 PM (PST), I’m teaming up with BlueRock - a leader in institutional real estate - for a live webinar where we’re pulling back the curtain on how private real estate can:

✅ Provide attractive risk-adjusted returns
✅ Offer potential tax benefits
✅ Create diversification in a portfolio
✅ Help generate passive income streams that aren’t tied to Wall Street

If you’ve ever wondered how the wealthy position real estate inside their portfolios…

Or if you're looking for insights in how we build client portfolios for long-term success...

This session is packed with insights I normally reserve for 1-on-1 client meetings.

It’s free. It’s live. And it’s high-value.

Register now - and bring your questions!

(Registration link in the comments) 👇

Janelle and I had a wonderful time representing Maxem Wealth Advisors at the Horizon Advisor Symposium in Sedona, AZ! It was my first visit, and it was amazing!

Join us for our "Investment Spotlight Series," a new monthly webinar held on the third Thursday of each month! 🔦

This series is designed to educate our clients, and anyone interested, on various investment tools and strategies.

Our fourth session will be TOMORROW! Thursday, February 20th, at 12 PM, where we'll dive into Private Credit Investing. Take advantage of your lunch break to join us and learn more!

Register using the link in the comments, and feel free to reach out if you have any questions.

As a Wealth Advisor in his mid-20's, where am I investing right now?

--> Personal Development – I want to be excellent at financial planning, client relationships, brand building, and marketing. So, I’m spending a lot of time reading, watching, listening, and learning.

--> My Network – All the successful people I know have a great network around them. I’m working on developing meaningful relationships with people who have similar goals or who have knowledge in areas I lack.

--> Yes, my 401(k) – I get the match in my 401(k) & I’m invested in all equities. I’ll work toward maxing my 401(k) eventually, but I have other goals in mind…

--> Taxable Investments – I have a handful of goals within the next 3-5 years… we want to buy property soon, which will come with other expenses. I’m also building a bucket for our daughter (due late February!!) for a wedding, education, or future home purchase.

I expect this to shift over the next 5-10 years, but for now these are my areas of focus.

Hopefully this illustrates the variance in financial planning. My strategy is different than others because my goals are different than others.

The key is allocating your resources in a way that matches your aspirations.

Not what the culture says your aspirations should be…

Join us for our third installment of the Investment Spotlight Series!

On Thursday, January 23rd at 12 PM (PT), we'll spend about 30 minutes learning about private equity investment opportunities.

The goal is to provide education about different investment solutions every month.

And, we schedule this during the lunch hour so you can hop on while you eat!

The registration link is in the comments. See you there!

Join us for our "Investment Spotlight Series," a new monthly webinar held on the third Thursday of each month! 🔦

This series is designed to educate our clients, and anyone interested, on various investment tools and strategies.

Our second session will be Thursday, December 19th, at 12 PM, where we'll dive into tax-efficient investing. Take advantage of your lunch break to join us and learn more!

Register using the link in the comments, and feel free to reach out if you have any questions.

Join us TODAY for our "Investment Spotlight Series," a new monthly webinar held on the third Thursday of each month! 🔦

This series is designed to educate our clients, and anyone interested, on various investment tools and strategies.

Our first session will be TODAY Thursday, November 21st, at 12 PM, where we'll dive into Buffered ETFs. Take advantage of your lunch break to join us and learn more!

Register using the link in the comments, and feel free to reach out if you have any questions.

Join us for our "Investment Spotlight Series," a new monthly webinar held on the third Thursday of each month! 🔦

This series is designed to educate our clients, and anyone interested, on various investment tools and strategies.

Our first session will be on Thursday, November 21st, at 12 PM, where we'll dive into Buffered ETFs. Take advantage of your lunch break to join us and learn more!

Register using the link in the comments, and feel free to reach out if you have any questions.