Merry Christmas and Holiday Hours

December 20, 2022:

We wish you and your families a very Merry Christmas and prosperous New Year.  It has been an absolute pleasure helping our client families throughout 2021and in their year-end planning over the past several weeks. Will be working diligently through market closing on the 31st to continue to serve your portfolio and planning needs, collaborating with the CPAs, Estate Attorneys, and all advisory professionals that make your plan move forward toward your financial goals.  

In observance of the market hours and to be able to spend time with our families, kindly note that we will be closed for the day on Friday, December 24th and at 4pm on Friday, December 31st.  We hope that over the upcoming holidays, you are able to spend time with those with whom you are closest, though we know that may yet again take many forms.