Happy Thanksgiving from our team at Harbor Wealth Management! We want to take a moment to thank you for being a part of our family. We sincerely appreciate the trust you place in our firm, and we take our responsibility to you and your family very seriously.
A Time To Be Grateful
The world we live in doesn’t lend itself well to gratitude. Outwardly, it may seem that there are few silver linings amidst all the headlines of political drama, international unrest, and natural disasters. While it’s easy to be distracted by all this noise, it’s important to take a step back and acknowledge the many things we have to be thankful for.
While family probably tops the list for many of us, it’s easy to take our family members for granted in the busyness of life. This holiday season, I am taking the time to reflect on how much my wife, Nicola, and my kids, Avery and Rosalie, mean to me and how grateful I am for their love and support. I am thankful for the privilege of watching my kids grow up and making memories as a family.
We live in a transient culture where many people change jobs and locations regularly, which can make it difficult to cultivate and maintain friendships. But no matter how busy we are or what life changes come our way, friendships are vital to our well-being. I am incredibly grateful for the community that surrounds me, including both old and new friends, and I am privileged to count many of my clients as my friends as well.
We Are Thankful For You!
We truly appreciate the long-lasting relationships we have with each of you, our clients. We celebrate with you as you reach financial and personal milestones, and we are here for your every need. We care about your lives and want to minimize the stress and overwhelming details that often accompany financial decisions so that you can focus on all the good in your life.
As we reflect on all we’re grateful for this year, we want to take a moment to thank you for choosing Harbor Wealth Management and trusting us to guide you in your financial life. We look forward to supporting you and your family in the future!
What are you most thankful for? What successes and blessings has this past year brought for you? We’d love to hear your stories. You can email me at email@example.com or call my office at 985-605-7185.
About Jeremy Smith
With nearly two decades of experience in the financial services industry, Jeremy Smith serves as a dedicated and knowledgeable financial advisor and the founder of Harbor Wealth Management. He specializes in serving retirees, pre-retirees, small business owners, and widows, providing a comprehensive array of investment management and financial planning services. Jeremy aims to serve his clients as a financial guide who is here for their every need, helping families find lasting plans so they can focus on what matters most to them. To learn more about Jeremy, visit www.myharborwm.com or connect with him on LinkedIn. You can reach Jeremy directly at firstname.lastname@example.org or by calling his office at 985-605-7185.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. You should discuss your specific situation with the appropriate professional.