This is Not Normal
February 2, 2022
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January 24, 2022 I hope this letter finds you well. As I write to you, I am reflecting on how dramatically the world seems
We are a healthy fiduciary with over $150 million in client capital under management and will guide you through good times and bad. We are committed to managing your liquid assets through your own account that is connected to your personal, written investment plan.
We all have different seasons and we try to meet you where you are with a sense for what is likely to be coming next.
January 24, 2022 I hope this letter finds you well. As I write to you, I am reflecting on how dramatically the world seems
by Barry Brindise, Financial Planning Director, Brightwater Advisory If you have been watching the news recently, you have heard the words, “Bitcoin”, “Blockchain”, and “Crypto
We sent a letter to clients in January and I am sharing an edited version in which I would like to cover the following items
The questions and concerns you have may be unique or normal for your season of life and circumstances.
Fill out the form provided and someone will be in touch within 48 hours.
“Every client has something unique that should be acknowledged. By focusing on communication from the start, our clients are more likely to follow through on their plan.”
– David Maddux, Co-Founder
