ANNOUNCEMENT: Changes at Precision Wealth ManagementCliff Broetz, CSA, Wealth Advisor
It was Heraclitus who 2500 years ago observed that “Nothing endures but change.” In our times, change is happening faster than ever.
Here at Precision Wealth Management, we’ve been undergoing rapid changes over the past 3 years. We believe that these changes are crucial, in order to adapt to the evolving needs of our clients. To that end, we’ve welcomed a new generation of advisors to the team. They bring a fresh perspective and insights from other parts of the financial services industry. We’ve introduced new services and tools to deliver and communicate about these services. And we’ve expanded our reach, not just geographically, but also in terms of the kinds of investment offerings we provide our clients.
But change can often bring about other change. We are saddened to announce the departure of longtime advisor Stuart Kirk, along with our newest associate, Ron Hickey, and client service manager, Shannon Benoit. They have chosen to depart and this shall be effective March 1, 2020. It is their desire to establish their own separate firm. We will miss working alongside Stuart, and most certainly we will miss the truly lovely clients who are accustomed to working with him, many of whom we’ve come to know.
As always we are open to any of your questions and feedback. You may contact me personally at any time.
On behalf of the entire Precision Wealth Management team, we thank you for your ongoing confidence and trust.
Senior Wealth Advisor
Leader, Strategic Development