Hello, we hope this video finds you well.
Over the past several years, Susan and I have taken our responsibility to you and your family very seriously, offering tailored investment advice, recommendations and financial services aligned with your unique financial goals and needs. After careful consideration of our vision for what wealth management should be, our relationship with you, and our future together, we have made the decision to relocate our practice to one of the nation's premiere wealth management firms, Janney Montgomery Scott. Our decision was based on the shared fundamental belief that our clients always come first. That is a belief that we are unwilling to compromise. While we wait for our permanent, state of the art office to be ready in Coral Gables, Florida we will be temporarily serving you from Janney’s Miami, Florida location for the next few months.
We are thrilled to have found such a highly regarded and dynamic firm. Janney’s commitment to its foundational principles of Service, Integrity and Trust, are unwavering, just as they are for us. You can count on us to never compromise these principles and we are confident that Janney is the single best place for us to serve your needs in the coming years.
The transition process is simple; a single signature will be sufficient to move multiple accounts at once. Our team will be reaching out to you soon to guide you through the transition process.
While this may come as a surprise, and you have many questions, we are looking forward to answering those in the coming days. Please know that for regulatory reasons, we were unable to share this exciting news with you until now, but be assured, our team will be managing this process to make sure that your accounts transition quickly, efficiently and without any disruption.
Finally, we want to thank you for your confidence and trust. We will be speaking with each of you and discussing the details of this exciting transition. We are grateful for your continued trust in us and look forward to continuing our partnership with your family for many more years here at Janney.
