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Happy New Year!

Happy New Year!

February 01, 2022

Happy New Year!

2021 was a year for the record books.

As of 12/31/2021, the S&P500 returned 28.71% including dividends.1 It marked the fourth time since 2012 that the S&P500 returned greater than 20%.1 Returns of that magnitude are impressive, but not as common as recent history would imply. Over the last 20 years, from 1/1/2002 through 12/31/2021, the average return of the S&P500 was 9.51%2, not all of those years ended on a positive note. Returns are rarely smooth and are unpredictable from year to year. While we should celebrate the strong performance of recent years, it is important to remember that investments and indices can be volatile. (Remember March of 2020?) While we do expect another positive year for the markets, we also expect 2022 to include bouts of volatility, and we are prepared for it.

The team at Gulfside Wealth will remain vigilant and disciplined in our process to help you stay on track and working towards achieving your long-term goals.

2021 was also a year of change. We ushered in a new Presidential Administration, Elon Musk overtook Jeff Bezos as the richest man alive, and Gulfside Investment Services became Gulfside Wealth.

At Gulfside Wealth, we are experiencing great success and phenomenal growth.

We opened new a new office in Lakewood Ranch where we will be holding future events and meetings.

We launched a new website,, where you can access your accounts, our financial planning tool, and learn more about the team and our process. We will be posting events, regular updates and blog posts to our site, so make sure to check it regularly.

We also created a Facebook page for Gulfside Wealth. Please “follow” and “like” the page for our latest news, events, and updates. Feel free to invite your friends and family to do the same.

Tim Self is now the Director of Wealth Services and leads a rapidly growing team.

In April, Jared Motzenbecker, CFP®, CMT, CPWA® joined the team as Chief Investment Officer and Senior Wealth Advisor. Jared is responsible for our Financial Planning and Portfolio Management. He was also recently featured in SRQ Magazine’s January edition of “Ask the Expert.”

Gianni Valenti is pursuing his CDFA® (Certified Divorce Financial Analyst) designation and is excited to bring a new dimension of service and planning to clients.

Beth Green joined Gulfside Wealth, and Gulfside Bank, in May as our Director of Private Banking. Beth acts as the liaison between Gulfside Bank and Gulfside Wealth and is responsible for coordinating wealth and banking services. Beth is also pursuing her Certified Financial Planner™ designation. We are extremely happy to have Beth with us.

Christy Moulton joined us from Edward Jones in July and is spearheading our growth in Venice. Christy is a proud veteran of the U.S. Army and takes pride in delivering unparalleled service to her clients.

We also opened an office in St. Petersburg, FL where Collin Bottolfson, AAMS® is carrying the Gulfside banner. Collin is active in the Pinellas Chamber and enjoys playing golf in his free time.

Finally, we welcomed Jennifer “Jenni” Lanham in August. Jenni is our Client Relationship Manager and will be responsible for all administrative operations along with client communication. Jenni also joined us from Edward Jones, where she held a similar role. Many of you have already either spoken with or received emails from Jenni. Expect to hear more from her throughout the year.

2022 is going to be an exciting year, and we look forward to sharing it with you!




  1. S&P and DowJones Indices
  2. Robert Schiller and Yahoo Finance
  3. The S&P500 is an unmanaged index which cannot be invested into directly. Unmanaged index returns do not reflect fees, expenses, or sales charges. Index performance is not indicative of the performance of any investment. Past performance is no guarantee of future results.



Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Gulfside Bank and Gulfside Wealth are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Gulfside Wealth and may also be employees of Gulfside Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Gulfside Bank or Gulfside Wealth. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

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