COVID-19 Pandemic

As the coronavirus pandemic continues to develop worldwide, your team at Wealth Avenue remains hopeful and optimistic, monitoring its ongoing effect on the markets, investment portfolios, and on our communities. While the financial services industry is considered essential, the safety and well-being of our staff and clients are our highest priority. We take all recommendations from federal, state, and local health officials seriously and will comply with the highest level of responsibility. Our staff remains to be available, minimally in the office, practicing with utmost care amongst each other and when we do have office visits, social distancing. During these challenging times we are leveraging the use of technology to ensure we can communicate with you and will gladly hold meetings via telephone and virtually using the GoToMeeting platform. We aim to fully support our clients and their ongoing financial planning needs.

We continue to communicate with our investment partners regarding how the rapidly changing conditions surrounding COVID-19 are creating questions and uncertainty. This ongoing pandemic raises many questions and we are working diligently to seek answers from our numerous trusted sources. As we find information that we feel you will find helpful, we will share it with you.

Again, we remain hopeful and optimistic that we all will come out ahead and in good health. We are here to help. Call or email your advisor or service team any time.