With our new look newsletter comes some exciting news about our website. We have just launched, this, our brand new site and hope that it will be a great information tool for you going forward. In this edition, one of John Grenshaw’s clients, Sandra, has been kind enough to share her story and experiences in working with WealthPartners. Also included is an article on Estate Planning, which is one of those things we rarely talk about and many of us have on our to-do list.
We also feature a profile piece on one of our newest team members, Lisa Del Vecchio, who has joined our administration team. And finally, Bill has been kind enough to share some details (and most importantly photos) of his recent wedding in Thailand.