February 2024

Clients & Friends, Tax season is here. This issue includes important information about your tax documents & schedules for distribution. We are humbled and honored to announce (for the second year in a row) that we have been named to the Forbes Best-In-State Wealth Managment Team List. Also, please check out the Education Incites Section to learn more about our Core Investment Principals. As always reach out with any new financial goals, questions, needs, or concerns!