This page contains the latest information on the status of our firm, how you can contact us, and the guidance we are providing clients. As the situation with the coronavirus (COVID-19) pandemic evolves, this page will be updated.

Last Updated: Wednesday, October 14, 2020

We’re Here For You

As our country responds to COVID-19, we are committed to doing everything we can to meet your wealth management needs. During these uncertain times, our team is ready to listen, support, and advise you on how to navigate these uncertain times.

In the days and weeks to come, we are committed to protecting the health and well-being of our clients, team members, families, and communities while also maintaining all of the services you count on us for. We will get through this together!

Please reach out and see how we can help you.

Important Health Policies

As the COVID-19 outbreak continues to evolve, we remain committed to serving our clients while also caring for our colleagues. We will be implementing guidance from the Center for Disease Control (CDC), World Health Organization (WHO), and our state and local health departments.

The following policies are currently in effect:

  • Our office is open. We request that you make an appointment before visiting as we are regulating the number of visitors.
  • Virtual meetings are available. Clients and prospects have the choice of meeting with us in-person, virtually (using Zoom or similar technology), or by phone. Working virtually doesn’t limit our ability to answer your questions or have review meetings to make sure you are on track toward your goals and make any adjustments that might be needed.
  • Masks are required. We follow the guidelines set forth by Governor of Ohio, Mike DeWine, and require a mask upon entering our facility.

How We Will Stay In Touch

We have always been dedicated to our client relationships and providing the support, information, and guidance you need. This is commitment is true today more than ever.

We are available to talk about what’s on your mind. We have several ways to connect and we can do whatever works best for you:

Office Meetings

We are currently scheduling in-person meetings in our Findlay, Ohio office.

Virtual Meetings via Zoom

A virtual meeting can be done from your computer, tablet, or mobile device – all you need is an internet connection. Your Wealth Advisor can share information live from their screen, just like you’re in the office. If this is the first time you’ve participated in a virtual meeting with your Wealth Advisor, all you need to do is review the instructions (coming soon) and download the software. Then you’re ready to go. If you have any trouble, give us a call at 419-425-2400.

Phone Calls

Our team is committed to answering your questions and helping you stay on track to meet your goals. As always, our team is available to take your phone calls and is ready to help you with all your needs, including accessing your cash or making investment adjustments. Please call us at 419-425-2400.

Online Access

You can access our Client Web Portal to view your investments. You can also get real-time information on your Fidelity accounts by logging in at or by downloading the Fidelity app on your smartphone or tablet.

If you aren’t enrolled in Online Access, contact us to sign up today.

The Coronavirus (COVID-19) Pandemic & Bear Market Updates

Click here to see a curated list of information, research, and client updates that our team has published regarding the coronavirus (COVID-19) outbreak and related bear market in stocks.

Take Care

Take care of yourself and your family. Look out for others who might need help. We will get through this together!