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Newsletter

December 2019

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  • We are implementing new tools and technologies in the days, weeks, and months ahead.
  • Our current focus is on tools that help with client communications and information.
  • We would love your input on the types of information and interaction you'd love to see.
  • We will be reaching out to hear your ideas as we prepare for an exciting new year.
December 6, 2019
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Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

With the recent launch of Strong Valley, we are beginning to implement new tools and technology. Our journey is centered around one thing – continually thinking about the quality of your experience at every level of engagement and interaction.

This month we are implementing tools to provide you with updates and useful information via email and through the Strong Valley website.  To make sure that we provide the content you care about, we are actively looking for input on what you find the most valuable and meaningful.

Your ideas are an important asset to building the Strong Valley community.

One of the goals of the Strong Valley brand is to take the great individual relationships we have with our clients and our network of professionals in order to build a strong community. Not just the local geographic community, but the broader community of those who share our same passion and principles for doing business in a way that prioritizes relationships over transactions. 

We believe that focusing on doing what’s best for the relationship leads to providing the right advice and tactical decisions for both the client, the advisor, and the entire team.

Rather than just push information out, our aim is to engage in active and ongoing conversations as we work together to build the Strong Valley community.  We are building our brand around the theme of being a new way of thinking about individual and business wealth management – but it isn’t about just being different, it’s about bringing meaningful change and impact to our clients and to the community.

We are excited about this journey, and we are so glad that you are a part of this community. This has been an exciting year with the launch and growth of Strong Valley Wealth & Pension, and we can’t wait for all the exciting things planned in the year(s) ahead.

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