We, at Emerge Wealth Strategies, wanted to take a moment to reflect on the last 365 days. You might recall that almost 1 year ago, our business moved from the Waddell & Reed Platform to our new home at LPL. This change represented an opportunity for our team to gain new tools, new systems, and new insight to help deliver the best client experience possible.
But, as you probably know, the journey has not been easy. Over these past 365 days there were plenty of disruptions as the learning curve was steep. New statements, tax forms, and endless disclosures made for heavy mailboxes at times!
We wanted to mark this occasion with a big thank you to each of you for continuing to be the best part of this chapter in the Emerge Wealth Strategies story. As we continue to settle in and embrace the evolution of our practice, the one consistent piece has been keeping our clients at the center of everything we do!
As the journey continues, our goal is to continue to deliver advice and resources that move you closer to achieving your financial goals. As always, feel free to contact the team with any questions or concerns. We are excited about what the next 365 days will bring!