*Update 2/24/21* 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 we are practicing social distancing, wearing masks (when away from our desks), wiping down commonly touched surfaces and asking team members to stay at home if they aren’t feeling well and healthy.   What does this mean for you?   Our lobby is open but in-person meetings are by appointment only.   We do not encourage drop in visitors since some people are working a flex schedule, meaning a few days here and a few days at home.   We do expect our guests and clients to wear a mask that covers both nose and mouth, keep at least 6ft apart and to consider rescheduling if you are not feeling well at the time of your meeting.  We are easily accessible by phone, email and video chat.  Please know that we are 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.  Until this passes, be well and be safe! 

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.

Also, please reach out to our affiliates Pugh CPAs for updates on tax relief options. COVID-19 updates are posted HERE.