As Thanksgiving approaches, we wanted to convey our gratitude to YOU, our clients. We are truly grateful to have the privilege to work with you and to help you attain your financial goals.

But, more importantly, we are thankful that our relationship goes beyond that. We are so very grateful to share in your life’s ups and downs; to be there with a congratulatory handshake or with a comforting hug. We know all of life’s uncertainties and are sincerely honored to help you navigate through them as a trusted professional.

Yandie Liautaud, the head of our Financial Planning team, puts it best in this short video. We, at WealthEdge®, are thankful for you and are proud of the work we do to help each client succeed.

May you enjoy this season surrounded by friends and family. Happy Thanksgiving.