If 2020 has given us anything, it is an appreciation of those everyday moments that once would have been deemed mundane or routine. For many, it also has reminded us of the importance of gratitude in our daily lives, both personally and professionally. Instead of feeling like we “have to”, we now find ourselves saying and, more importantly, meaning we “get to”.
It is apropos, then, that November is the month of gratitude, and we are encouraged to recognize that for which we are thankful.
At WEALTHSTONE ADVISORS, we are always thankful for the many people, partners and colleagues who make up our team, but perhaps more than ever this year.
First to our clients, your trust in our team of advisors is our most valuable accomplishment. We are proud of, and appreciate that trust. Thank you. We are guided by the principle that the best answer to any financial question is never found in a single discipline. Rather, we combine expertise in five key disciplines under one roof: wealth planning, investments, insurance, tax, and business consulting. This allows us to integrate opinions, build a consensus, and lead you on your path towards financial freedom. This combined collaboration will remain our steadfast model in serving you and your legacy.
To our partners, we value you and the input you provide to help us to deliver strategic plans for our clients and their families throughout the various phases of their lives. Simon Sinek said it best, “A team is not a group of people who work together, it is a group of people who trust each other.” Our concerted efforts are an integral part of our longevity and service to our clients. Thank you and let’s keep moving forward together.
Finally, to our amazing, talented, and driven team, we are where we are because each of you serve our clients and their families as if they were your own – always striving to help them achieve their greatest potential. Even during the most challenging of times like we have experienced this year, you have shown an unwavering commitment to our clients and each other, making each of us and our entire organization stronger. We are grateful to you and look forward to continuing our work in the new year.
This was prepared by WEALTHSTONE ADVISORS, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit:https://adviserinfo.sec.gov/ and search for our firm name. This is for informational purposes only. Past performance is not indicative of future results.