5-year anniversary as a legal fiduciary to each of our clients as a fully-independent wealth management firm

5-year anniversary as a legal fiduciary to each of our clients as a fully-independent wealth management firm

Understanding a full 50% of businesses do not survive their first five years made Tuesday evening’s party and picnic celebration all the more poignant for us, as it was an amazing feeling (at least after the sun went down!) to be joined by 150 of our closest clients, colleagues, and friends to celebrate our 5-year anniversary as a legal fiduciary to each of our clients as a fully-independent wealth management firm.