We are pleased to announce a new chapter in our journey. We have become part of Waverly Advisors, LLC effective January 1, 2024.
To help take our organization to the next level, expanding on the wealth of services we provide, we wanted to partner with a firm that shares our values, and we found that in Waverly. At the core of both Waverly and StrategIQ is a shared commitment to prioritizing you, our valued client. Our mission will continue to be deeply rooted in making a meaningful impact on your life through thoughtful financial planning and expert investment management. More than just managing wealth, we are here to cultivate enduring and robust relationships with you, understanding that your financial journey is a personal and ongoing endeavor.
“At Waverly, we are committed to supporting our clients in their daily lives, navigating the financial decisions and challenges that come with it. Recognizing the alignment of StrategIQ's core values with our own, this merger feels more like a seamless and natural progression. We are thrilled to welcome Chad and his talented team to Waverly as we continue to grow and provide even greater services to our clients in 2024 and beyond.”
More About Josh“We anticipate that this transformative step will open up greater opportunities, offer enhanced resources, and broaden our range of services for both our clients and team members alike. The synergies from combining our teams' financial planning and investment management expertise, diverse skill sets, along with our distinct areas of specialization, will further elevate the overall client experience. Our commitment is to excel in addressing the various aspects of your financial journey, always prioritizing you, our client, now as Waverly Advisors."
More About ChadYour Client Portal is where you will continue to have access to your investment assets at your fingertips. Log in to view basic information such as account balances, performance, and transactions, as well as more detailed information about your investments. The portal is also your safe and secure way to transfer important documents back and forth with your advisor.
The Wealth Management Solution is your financial planning tool. It provides an in-depth look at your financial wellbeing, your accounts, net worth, cash flow, investments, and more. Included is:
The Wealth Management Solution helps you focus and keep track of your long-term horizon and how you are progressing towards meeting your financial goals. It allows you to filter out the daily noise and rhetoric that can be emotional and distracting. You are in control when you can see the bigger picture.
A copy of Waverly Advisors’ written disclosure statement discussing advisory services and fees is available upon request or by clicking here.