Vacation Update

Summer Travel to Massachusetts 

I’m looking forward to a little time off to recharge and relax and enjoy time with friends and family!  We will be traveling to Chatham and Peabody (to see Margaret’s family and mine) July 23-28, where we will reconnect with various siblings, cousins, nephews and nieces. 

We will head to Boston on Sunday, July 29 to attend the annual LPL (our Broker Dealer) convention.   

I will be out of the office Monday, July 23-Wednesday, August 1. 

Important Contact Information 

While we are away, our staff will be in the office on a limited basis working on special projects.  I will be in touch with our staff and have internet access to our office, though I plan to check in on a limited basis.  Please email me or call the office to talk to Sue Davies, our Client Relations Manager, if you have any pressing issues. 

A reminder to our financial planning clients:  Please do not leave any trade orders or other transaction information on our voice mail system.  If there is an emergency financial issue and you cannot reach me, you may contact Rob Napolitano in operations at our affiliate US Wealth Management at (781) 849-9200, Ext. 260. 

We appreciate your business and wish you and yours a healthy and happy summer.  Here’s hoping you find time for some relaxation and fun in these warm summer days!