Hello January!

I wanted to take a moment to wish you and your families a happy New Year and a promising 2023. 2022 was a challenging year in ways that nobody could have expected; we’re still recovering and adjusting to life with COVID-19. We experienced a prolonged financial downturn for the first time since 2008, with significant reductions in investment values. We are all facing a "new normal," in both our businesses and our daily lives. If anything, 2022 has taught everyone that no matter how hard we try, we simply cannot prepare for every single possibility.

I’ve been honored that you have placed your trust in us and my firm. I take this trust seriously, and it is my sincerest hope that my guidance and representation was of the highest quality, meeting or exceeding your needs and expectations

As we look forward to a brighter future in 2023, we have to remain vigilant and prepared as possible for as many unforeseen events that may affect your financial security.  I appreciate having been able to assist you in the past and wanted to assure you that I am here if you need me for any reason in the future.

Thank you again for your trust. I look forward to working with you in 2023 and beyond.

Office Locations

671 2nd Street Pike, Southampton, PA 18966

1346 How Ln, North Brunswick, NJ 08901

1501 Broadway 12 TH Floor New York, NY 10017

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