We are all experiencing unprecedented change in the way we live our lives and conduct even the simplest business transactions in this age of pandemic. Daily activities have been curtailed significantly, travel is non-existent, and visiting loved ones is put on hold. Our homes have literally become the true center of our universe where we work, play, relax and heal.
From a business perspective, we also have different safeguards in place. Importantly, the health and wellness of our clients and our 27 employees remains paramount. So, we continue to work remotely as we have done since mid-March and will do so for the foreseeable future for everyone’s safety. Rest assured that regardless of where our employees sit, they remain well-equipped to perform their essential functions and our firm is fully open for business and prepared to address your needs and concerns without interruption. As we connect digitally, we are fortunate that our technology platform supports our remote systems in a secure and encrypted manner ensuring the protection of your personal financial information.
Most important, there is no change in our ability to support your financial needs including:
- Managing and monitoring your investment portfolio
- Researching new investment opportunities
- Updating your financial plan
- Facilitating any trades including rebalancing and tax-loss harvesting
- Investing new money or raising cash for your needs
- Processing new account paperwork and other important documents
- Connecting with you via phone, email, or virtual meetings to answer your questions and discuss your concerns during this difficult time
We are still able to receive and process mail. We are all available via our email addresses, as well as by phone.
Going forward, we are fortunate that business is moving ahead despite these extraordinary circumstances. Through resilience, innovation and initiative our team is committed to helping you get through it. We are grateful for your understanding and patience as we all look toward a return to more traditional office arrangements and are pleased our planning has placed us in position to continue providing you uninterrupted services.
We are here for you as always working diligently to go beyond your expectations.
Stay healthy and safe until we can see you again in person.
Sherri A. Daniels
Founder, Managing Partner