Update Regarding Coronavirus

It is undeniable that the circumstances surrounding coronavirus (COVID-19) continues to evolve rapidly. The global markets are reacting, and nations, government leaders and businesses across the globe have instituted a variety of policies to help mitigate the spread of the virus.

The safety and well-being of our clients and employees is always our first priority. As such, we are taking proactive measures focused on the well-being of our employees and on delivering our promise to be there for our clients.

Our offices remain open and fully functional as we continue to closely monitor the events of COVID-19 and are also following the latest guidance from the CDC, WHO, as well as other healthcare experts. However, with that said, our office hours may be irregular and suggest calling prior to your visit.

While we are still available to meet with clients in person, we want you to know that our firm is also available to meet with you in alternative methods, including teleconference and/or video conference to conduct any business needs you require.

Although we continue to work in the office, we are prepared to work remotely if the circumstances change to ensure uninterrupted service to our clients. Should this happen, we have tested our business continuity plan (BCP) and have been in contact with Pershing, our clearing firm, regarding their BCP, to ensure it is business as usual during these unique circumstances.

We will continue to update you as the situation evolves. In the meantime, please don't hesitate to contact us.  Stay safe and be well.