Dear WSP Family & Friends,
As 2022 comes to a close, we want to express our sincerest gratitude for you. Thank you for the trust you place in our team to keep your financial house in order, especially during a year of market whipsaws and volatility.
When we reflect on the year, it’s clear we have many reasons to celebrate: we hired two new team members who are committed to providing our clients with world class customer service modeled after the famous Ritz-Carlton Gold Standards, we got to see many of you in-person at our annual holiday party at City Winery in Nashville, and our commitment to our clients landed me on the 2022 Forbes Best-in-State and Raymond James Chairman’s Council lists yet again — two significant achievements that would not be possible without the hard work and dedication of our team.
While these are all exciting moments, counting you among our clients is something we feel most fortunate to celebrate. We know we wouldn’t be able to do what we love without your partnership and trust in our team.
On behalf of the entire Wealth Strategies Partners family, we wish you and your loved ones a very happy holiday season. We look forward to a great year ahead!
Paul C. Allen
CFP®, MS | President