Dear Friends, Clients and Prospective Clients:

Our hearts are with all those personally affected by the pandemic. We hope that you and your family are safe and healthy, and we look forward to the day that we can meet again in person.

We know that these can be frightening times.  One thing you don’t need to worry about is us supporting you through them.  We are committed to offering you financial guidance regardless of what the upcoming days, weeks and months might bring.

Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security. This means the work we do is essential to the economy and we are able to continue business.

All of us at Botkin Family Wealth Management continue to work full time, and there will be no change to the amount of oversight and management of our client portfolios.  Requests for cash, deposits, trading and all administrative matters are being processed as usual.  You may reach us during normal business hours by calling the office – when we are working remotely, calls are being forwarded.  You may also reach us by email.

We are following social distancing guidelines and thus we are not currently holding in-person client and prospective client meetings.  Instead, we are holding our one-on-one client review meetings by phone, holding large client conference calls in lieu of our beloved clients events until it is safe to gather in person again, and using Zoom video conferencing to meet and present to new prospective clients.

New prospective clients are welcome.  You can read about our process here. Our personal approach to financial planning continues, and we look forward to connecting with you.

Every day, we are inundated with more and more cancellations—everything from shuttered workplaces to closed schools, canceled graduations, and restricted public gatherings. But, optimism for the near-term future has not been canceled. Neither has hope. And, neither has the long-term prosperity of America, our economy, and the prospects for long-term investors to possibly participate in an eventual market recovery. Our future is not canceled—it has been ignited with our resolve.

Thank you for your business and your friendship.

Les, Sara and Lester Botkin