We’re starting a new chapter as a team, and we’d like to share with you how we arrived at this exciting moment.
Our practice has expanded over the years, with Liam and Charlotte joining Rod in providing exceptional wealth management advice. Even as we’ve grown, our unwavering commitment to partnering with our clients to support their financial goals has remained the same. Looking ahead to a promising future as a firm, we recognized the importance of embracing a new name and identity that would spotlight our distinctiveness while retaining our valued connection to the Assante family.
We’re now Relay Wealth Advisors, a name that captures who we are at our best: a practice based on teamwork, dedicated to strong client relationships and comprehensive step-by-step action plans. For us, the word ‘relay’ also reflects the way assets are passed from one generation or from one family member to another. Inheritance, legacies, and love play an important role in wealth management.
Whether you’ve been with us since the beginning or have just recently started working with us, we’re grateful for your trust and support. Our mission is to empower you to lead a more meaningful life through financial well-being. In our blog posts, we hope to foster this financial empowerment even further: you can expect a mix of education, lifestyle considerations, and market insights.
With intelligent planning, you gain the financial freedom to concentrate on what truly matters—an ethos that we aspire to preserve for generations to come. Thank you for being a part of this journey with us.
Sincerely,
Relay Wealth Advisors