What a year it has been.
While there has been much uncertainty as our lives were upended by a once-in-a-century global pandemic, we are choosing to reflect on the amazing professional and personal high points of this year.
Professionally, we take great pride in the fact that as a result of the tireless work of the WEALTHSTONE ADVISORS team, we surpassed $1B in managed assets this year. And personally we are buoyed by the positive impact that many of our team members make within their own communities through their volunteer efforts. Moreover, while we are not surprised, we are pleased that our tried and true standard of excellence on which WEALTHSTONE was built remained strong during this unprecedented 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.