It’s amazing what you can achieve when continual improvement guides your actions.
And it’s in this spirit of perpetual growth that we are beyond thrilled to share we’re joining forces with another practice affiliated with Wells Fargo Advisor Financial Network: Oxford Harriman & Company.
Given the size and expertise of our practices, we feel this is an alliance destined to be. More importantly, we believe this union proves we are committed to enhancing the lives of our clients and financial advisors.
What This Means for Our Clients
We made this decision after lengthy and careful consideration. Rest assured, your investments and the integrity of your plans will remain unchanged. In fact, we believe many good things will result from this exciting development:
- A deeper roster of talent to provide insights
- Additional resources to draw upon
- A certain pride knowing your assets are under the stewardship of (one of) the largest Wells Fargo Advisory firm(s)
What This Means for Our Advisors
This development positions our financial advisors to benefit as well:
- Working for a company with a clear vision for improvement
- Support from leaders who are nurturing a success-fueled culture
- Increased freedom and flexibility to better serve clients