Welcome Tiffany Troyer to the Pleasant Wealth Team

We are pleased to announce that Tiffany Troyer has joined the Pleasant Wealth team as Senior Client Services Manager.  She comes to us with over 20 years of experience in the financial services industry, most recently working as a Senior Registered Client Associate at Wells Fargo Advisors.  Tiffany attributes her creative problem-solving skills to the […]

Your Business and the Two Halves of Life

It was the Swiss psychiatrist Carl Jung who first popularized the phrase “the two halves of life.” When we are young we have a different primary focus than when we are older. We change as we age.   The first half, maybe up through age 45, is where we are trying to be successful; we […]

Mt. Hope Open House was a success!

We only needed to dodge a few raindrops, but no amount of precipitation could have dampened our spirits as the Pleasant Wealth staff hosted clients and friends at our new Holmes county base of operations in Mt. Hope on August 18th. We gladly welcomed many familiar faces and some newly acquainted neighbors to our new […]

Celebrate our new location in Mt. Hope!

We’ve moved our Berlin office to our newly constructed location in Mt. Hope! Join us for a Grand Opening Celebration Wednesday, August 18th, 11:00am-4:00pm Tour the office and receive tickets to enjoy a complimentary lunch (and ice cream!) from Yoder Family Veal Food Truck. The office is located at 4581 Township Road 634, Millersburg, OH 44654. […]

Relocating Holmes County Presence: New Office in Mount Hope Now Open!

When you ask Ellis Miller why he’s so excited to have an office space in Mount Hope. His immediate response? “Pleasant Wealth in Mount Hope… does it get anymore positive than that?!” And then he’ll answer, practically speaking that from our client’s perspective, we’re thrilled to have a ground floor, accessible option for less mobile […]