Dear Clients and Friends,
First, I want to express our sincerest hope that you and your family are well and taking measures to ensure your ongoing health and safety. Your well-being and that of our team members are always our primary concern.
I want to assure you that through the COVID-19 situation we will remain active and attentive to your financial needs. We are mindful that there are tax deadlines to address, financial reporting concerns to resolve, and we certainly are monitoring the financial markets. All these services require the close personal and uninterrupted attention of our Wealth Advisors. In our offices or working remotely, we will remain fully engaged on your behalf.
We have taken measures to ensure our communications with you remain open, active, expedient and efficient.
The are many measures we are taking to protect your interests, our people and our firm in these challenging times. These are designed to ensure our service remains uninterrupted and people remain healthy. Here’s just a sampling of what we’re doing:
Our offices: Currently, our offices remain open. However, it may be in reduced numbers as many of our team members are working remotely from home. If it becomes necessary to close our offices, we will inform you of that decision. Even if offices close, the lines of communication will remain open.
Communication: We have taken steps to ensure ongoing, efficient communications, both with you and within our firm. You will be able to reach us and communicate with us as you normally do. Your calls will be answered and returned.
Meetings and travel: We have postponed all non-essential travel, including travel between our offices. We are cancelling unnecessary meetings and gatherings and using alternative means of communication to conduct meetings that are deemed critical. For example, our videoconferencing capabilities ensure easy and firm-wide access to virtual meetings and communications.
Staying healthy: We have stressed the importance of following the protocols recommended by the Center for Disease Control, including frequent washing of hands, covering sneezes and coughs and avoiding large gatherings of people.
These are unprecedented times. We will continue to monitor and adjust these measures as necessary to remain prudent and responsible.
If you have any concerns or questions, please call us. We remain dedicated to providing you the best service possible. As always, we are here to help. We have endured difficult times before, and we will come through this together.
From our team to each of you, be well, be safe and we appreciate the opportunity to serve.
Managing Partner and CEO