Texting Your Advisor
I want to let you know that you CAN now text your Hesperian wealth manager. And I can respond by text (through email to text). I just cannot INITIATE a text-based communication due to investment advisers’ archiving requirements. So if you prefer this mode of communication and it would ever make it easier for you to get the short answers or responses you need from me on a planning or investment question, go for it!
How to Meet
As always, I encourage you to never let any financial worry, issue, concern, or question fester now that you’re working with me. I’m always on hand to discuss it, work out a plan for it, or otherwise ease your mind. Use the “Time to Meet” link below or at the bottom of my last email to you. Or give me a call (or now text!) night or day. The number you have for me goes straight to my cell. And for clients local to the Greater Sacramento area, I’m available to meet at your place, a third location, or my Folsom office by appointment.
All content presented in this article is for informational purposes only. Materials presented should not be interpreted as a solicitation or offer to buy or sell a security or the rendering of personalized investment advice, which can only be provided through one-on-one communication with a financial advisor. The content reflects the opinions of Hesperian Wealth LLC (HW), except where cited, which are subject to change at any time without notice. The information contained herein has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed. All information or ideas provided should be discussed in detail with a financial, tax, or legal advisor prior to implementation.
Investing involves substantial risk, including the potential loss of principal. HW makes no guarantee of financial performance nor any promise of any results that may be obtained from relying on the information presented. HW may analyze past performance, but past performance may not be indicative of future performance.