Spring is almost here (hopefully)!  Our March Advisor rollout brings excitement that the market rally has continued to carry us into 2024. For those that have already had their winter meeting, you will note the research team has been hard at work with capital market updates, resulting in some portfolio shifts. As we transition to spring, you will note a few new additions to our teams (including one of our consultants out for his paternity leave).  We appreciate the trust you have placed in us and look forward to a prosperous 2024. Please reach out to any team members of The Wealth Office® if there is anything we can do to be a valued resource to your family. Read our newsletter…
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