Don’t Let Adversity Mask Opportunity and Our Fourth Client Story

In advance of our fourth client story, I wanted to comment about the current investment climate. This has undoubtedly been a very difficult environment for everyone. Having a more conservative allocation than the stock market and having a well-diversified portfolio...

Introducing our newest team member, Tyler Cetrulo

In advance of our third client story, I wanted to introduce our newest team member, Tyler Cetrulo. Tyler has worked in multiple leadership positions within Corporate Revenue and Corporate Accounting for the past five years, managing teams composed of very different...

Woodstock Advisor Helps Set & Maintain Financial Strategies

Financial planner Gary Alpert has made Woodstock home for him, his wife Wendy Helen and their pups, Chloe and Skeeter. “I am a member of the Woodstock Rotary Club and really enjoy giving back to the community,” Gary said. “Wendy Helen and I enjoy supporting various...