“Gratitude makes sense of our past, brings peace for today, and creates a vision for tomorrow.”

Melody Beattie

According to Merriam-Webster, gratitude is the state of being thankful. Fittingly, November shares National Gratitude Month with Thanksgiving. It is the ideal moment to look back and reflect on the friends, family, clients and events that have shaped and supported us throughout the years. 

First and foremost, from all of us at WEALTHSTONE ADVISORS, we say thank you with deep appreciation to our clients and partners, new and old. Some we have known for more than 40 years, others for just a few months. Regardless of our length of relationship, we appreciate you, your trust, your referrals and your families. 

We know you have options as you walk through life and plan for your future and legacy, and we thank you for choosing WEALTHSTONE ADVISORS to be your guide. As you gather around the table to celebrate Thanksgiving with family and friends, do so with peace of mind that your legacy and future may be brighter as we continue this journey with you. 

Thank you,

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.