Our financial advisors are Nick Myers and Philip Stern of WealthPilot Financial. They have been wonderful to work with and have created our long term plan and are executing it on our behalf. We couldn’t be happier with this aspect of our lives.
On September 15 they hosted an annual Appreciation event for their clients. We get the chance to meet the broader team that works with our assets, and we also get to meet fellow clients. It was held this year at The Monaco Hotel, at 4th and Chestnut. Cocktail hour was on the rooftop deck, followed by dinner. The event was flawless. In showing their appreciation of us, we reciprocate by showing our appreciation for them.
Here is me, Nick, Karen, and Rebecca Sallon, of Sallon Law (who has created our family trusts);
and here Karen and I are at dinner:
If you need financial planning advice to prepare you for your long-term future, and help in executing your plan, give Nick and Phil a call. Their website is wealthpilotfinancial.com.