A Message From Our Founders

jodi amos
 

Jodi Amos, MBA and AIF®

Managing Partner

[email protected]

Newlin-Archinal
 

Newlin Archinal, CFP®, CRPC®, AIF®

Managing Partner

[email protected]

Dear 4Rivers Wealth Management Clients and Friends:

4Rivers Wealth Management’s focus is, as always, our clients’ health and well-being. During this crisis be assured that will not change! If anything, we’re at a heightened level of vigilance and availability. We encourage you to reach out to us with any questions or concerns you may have.

In the meantime, here are some questions we believe are important for us to answer right now. 

What is your response to the official coronavirus mandate?

4Rivers Wealth Management has a solid and strategic Business Continuity Plan. It is a roadmap for remotely performing our services in the same manner and effectiveness as on-site. 

Will our services be disrupted?

While it is not our intent to have disruptions, we and our trusted partners and custodians are fully prepared to continue business operations with minimal disruption. Our staff can work remotely and bring you the same level of engagement and service that has been our cornerstone.

What is the most efficient way to transact a request?

Instead of using tradition mail, we encourage our clients to send documents via our secure server.

What is the best way to contact my advisor with questions or concerns?

As always, call or email your advisor directly. Keep in mind, our website will continue to be updated and include the latest perspectives on the economy and markets.

As you, your family, and friends continue to take measures to mitigate the spread of the coronavirus, 4Rivers Wealth Management is doing the same. We are all in this together. Above all, please stay safe.

Very truly yours,

The 4Rivers Wealth Management Team