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Blogs

Insights and updates to help guide your financial life. Read our latest blog posts.

Finance

NIL in a Nutshell

By Winston Venable

Being an elite student-athlete now lends itself to lucrative marketing opportunities thanks to the NCAA allowing compensation. The more one shines, the more golden a player’s Name, Image, and Likeness become. They are commodities every athlete deserves to take advantage of, and it is long overdue.

Finance

Our Team is Growing! 

Welcome Winston Venable and Amanda Hodges

By Tracy Baggerly

I am so pleased to announce that PWM has recently hired a new vice president of elite client relations, Winston Venable! Winston is the perfect addition to our team. As a former professional athlete and coach, he has first-hand experience navigating the challenges faced by our clients.

Finance

Progressive Wealth Management Gets a Fresh Look!

A New Firm Name and Logo to Serve You Better

By Tracy Baggerly

I am so excited to announce that we have officially changed our firm name from Progressive Financial Services to Progressive Wealth Management (PWM)! We’ve also updated our logo and launched a new website, all in an effort to better serve you, our valued clients.

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Securities & Advisory Services Offered through: American Independent Securities Group, LLC (AISG) Member FINRA/SIPC.
PO Box 579, Eagle, ID 83616

Progressive Wealth Management (PWM) and AISG are not affiliated.

PWM does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in consultation with your independent tax or legal advisor. Tax services offered through Jason Coronado at Deloitte Tax, LLP. Deloitte Tax, LLP is not affiliated with PWM or AISG. Legal services available through Danielle Paré Law, PLLC. Danielle Paré Law, PLLC is not affiliated with PWM or AISG.

Please note that not all the services and products mentioned in the site are available in every state. The information within the website has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular investment or trading strategy.

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