Stateline Wealth Advisors

10/16/2026

Good luck to our Abingdon Youth Football League teams this weekend!

Come out this Saturday to Abingdon high school and support these kids that have worked hard all year to get to this position! There will be food trucks on site. Time will be allotted after championship games for on field presentation of medals and pictures!

10/12/2026

From the mountains of Virginia to the heart of the Upstate!

It was a beautiful drive down from Abingdon, VA, and we couldn't resist a quick stop to take in the view at Falls Park. This city never fails to impress!

But the real highlight is the reason for the trip: hitting the ground running in Hendersonville, NC, Greenville, SC, and Simpsonville, SC, to meet face-to-face with our incredible clients. There is nothing like a personalized, in-person conversation to get a clear picture of your financial goals.

Excited for some great discussions. What fantastic places to do business!

10/06/2026

Have you started your year-end tax and financial planning?💀☕

Don't let market volatility, tax deadline stress, or overlooked deduction opportunities work you down to the bone! Year-end financial planning isn't just about closing out the year—it's about setting up a smooth, stress-free path for the year ahead.

A few smart moves to review before the clock strikes midnight on 2026:
📉 Tax-Loss Harvesting: Offset capital gains by reviewing portfolio losses.
💰 Max Out Retirement Contributions: Check your 401(k), IRA, or HSA limits before year-end.
🎁 Charitable Giving & RMDs: Align your philanthropic goals with tax-smart strategies.

Don't wait until you're just a skeleton crew—reach out to our team today to schedule your year-end strategy review! 🎃📊

10/05/2026

We’re officially kicked off at the Southwest Virginia Higher Education Center in Abingdon for Community Wellness Day! 🌟
Financial health is an essential piece of overall well-being. The Stateline Wealth Advisors team is proud to support our local community as a booth sponsor for today’s event.

If you're in the area, stop by our table to say hello, grab some swag, and chat with us about how we can help guide your financial future and retirement goals!

📍 Location: Southwest Virginia Higher Education Center, Abingdon, VA

🔗 Event details: https://www.swcenter.edu/free-community-wellness-day-brings-health-resources-and-connection-to-abingdon-oct-5/

10/04/2026

✨We are hard at work preparing for tomorrow’s Community Wellness Day and hope to see you there!

Southwest Virginia Higher Education Center
10:00am-3:00pm

10/01/2026

We are thrilled to share that Stateline Wealth Advisors has been named a 2026 Favorite for Best Financial Advisors in the Bristol Herald Courier Readers’ Choice Awards! 🏆

This honor means the world to us because it comes directly from you—our clients, neighbors, and community. Thank you for your continued trust and support. We remain committed to helping you navigate your financial future with confidence.

Here’s to growing together! 🥂✨

09/28/2026

At Stateline Wealth Advisors, supporting our local community and honoring traditions that bring us together is core to who we are. We are honored to sponsor this year’s Appalachian School of Law Memorial 5K.

This annual run/walk brings together students, alumni, faculty, and neighbors to honor the memory and lasting legacy of Anthony Sutin, Thomas Blackwell, and Angela Dales.

🗓️ Event Details:
Date: Friday, October 2, 2026
Time: Starts at 6:00 PM
Location: Appalachian School of Law (1169 Edgewater Drive, Grundy, VA)

Whether you’re running, walking, or cheering from the sidelines, we hope to see you there!

👉 Register or learn more: https://www.asl.edu/news/appalachian-school-of-law-memorial-5k-set-for-october-2/

Appalachian School of Law will host its annual Memorial 5K on Friday, October 2, 2026, beginning at 6:00 p.m. on the ASL campus in Grundy. The annual event is held in memory of Anthony Sutin, Thomas Blackwell, and Angela Dales, providing an opportunity for students, alumni, faculty, staff, friends,....

09/25/2026

We’re proud to be part of Community Wellness Day in Abingdon on Monday, October 5! 💙
True wellness goes beyond physical health—it includes having the resources, knowledge, and support to build a more confident future.
We’re looking forward to connecting with our neighbors, sharing resources, and being part of a day focused on health, independence, and community connection for people of all ages and abilities.
📅 Monday, October 5
⏰ 10 a.m.–3 p.m.
📍 Southwest Virginia Higher Education Center, Abingdon
The event is free and will feature health screenings, educational sessions, wellness resources, disability and accessibility resources, interactive activities, giveaways, food trucks, and more.
We hope you’ll stop by, say hello, and make the most of this wonderful opportunity to connect with organizations working to strengthen our community.
Learn more: https://www.swcenter.edu/free-community-wellness-day-brings-health-resources-and-connection-to-abingdon-oct-5/

Health screenings, educational workshops, disability resources and more will come together at the Southwest Virginia Higher Education Center on Monday, Oct. 5, during Community Wellness Day. Hosted in partnership with the Appalachian Independence Center, the free event will run from 10 a.m. to 3 p.m...

09/11/2026