Our priority is the health and safety of our staff as well as our clients. We are adhering to the recommendations set forth by the CDC, which means many of our staff members are now working remotely and will be for the next few weeks. However, these changes will result in minimal disruption for our clients. We are accessible by phone and email and working continuously to provide you with the level of service you’ve come to expect from us.
Currently, we are meeting people by appointment only. We are always accessible by phone and email and working continuously to provide you with the level of service you’ve come to expect from us. We will continue to monitor COVID-19 developments and adhere to guidelines set forth by the CDC to do our part to protect our community and nation.
We have a strategic alliance with Buckingham Wealth Partners and they have a solid foundation built by years of peer-reviewed academic research to help capture diversified investment portfolios. Their “science of investing” approach places data and experience at the forefront of their investment philosophy. Below are some helpful video podcasts, webinars and articles to help explain how best to navigate this market volatility.