My valued clients & friends,
During our ongoing work together we frequently help you to develop and define a vision for your financial life, ultimately creating action plans designed to help you achieve your goals & objectives. The honor & privilege of being entrusted with a great deal of your financial well-being is one which allows us to better understand and support your unique circumstances, where you are headed, and how we can help you get there. Over the last 16 years in business, I have often reflected upon my service to you as your advisor, and how your stories have impacted me. They have shaped me and given me a vision, with clarity, and resolve in who we are as an organization, and where we want to go.
I would like to take this opportunity to share some details about my practice and where we are headed.
Several months ago, I began the process of developing a brand identity with the intent that it will allow me to market our unique skills and, most importantly, further our client experience with you. As I began relating on a limited basis in June, I’d like to formally announce that in the near future you will begin seeing more communication coming from our practice under our new name, Squareknot Advisory Partners.
Rest assured, this does not change anything for you!
- I am (and my practice is) still with Waddell & Reed.
- You will still work with Chris, Anne, Anthony, Stephanie, and the rest of the team.
- There are zero changes to your accounts, investment assets or our day to day work with you.
In other words, our focus is not to alter who we are and how we work with clients - but rather to bring clarity and better reflect who we are and the unique advisory experience we seek to deliver.
We are the same dedicated advisory practice, doing the same quality of work you’ve come to expect.
I am proud of the reputation we’ve built over the past 16 years in business — and even more proud to be on this journey with you as Squareknot Advisory Partners.
We want and need your feedback as we continue on this journey, knowing that we will always Achieve More Together.
Christopher E. Gavin
President & Lead Advisor
Squareknot Advisory Partners