Client Update September 2023

We hope this message finds you well, and that you're enjoying the closing days of summer.

We wanted to take a moment to share some good news. Vanessa has been named the Best Investment Advisor by Readers' Choice for the 10th consecutive year. Also, our SilverBirch team has been recognized for our Investment and Planning Services. We recognize these honors come from the trust and support of clients like you, and we never take that for granted. From our entire team, we thank you for your support!

Vanessa was recently given the opportunity to share her insights in the Living 50 Fall edition Magazine, which was released on September 6th. We thought you might be interested in her article, especially if you’ve been talking about us to your friends and family. If you’d like to read and or share the article, here’s the link.

As 2023 winds down, we need to ensure that we keep our lines of communication open. If you have not met with Vanessa this year, expect an email from us to schedule a convenient time with you. Should we miss connecting with you through email, we'll give you a phone call. These meetings are not only an opportunity to touch base and discuss your financial journey but are also a regulatory requirement.

We know how precious your time is, so we're aiming for a concise, 30-minute conversation, at a time that suits you.

Thank you for your continued trust in us. It means the world to us, and we're committed to doing our best for you each day.