You might be wondering why we’re wishing you a Happy New Year in October. It’s because we’re celebrating the one-year anniversary of our team’s transition—from a 40-year stay at our previous firm to embarking on a bold new adventure with &Partners.
This milestone is the perfect moment to say thank you.
Thank you for being our clients, our friends, and in many cases, like family.
Thank you for trusting us. Thank you for making the transition with us.
For some of you, the process was seamless. For others, it was more turbulent. To those of you who experienced bumps along the way, we are especially grateful for your patience, kindness, encouragement, and confidence in our commitment to making things right.
We hope the transition appeared smooth from your perspective, but truthfully, there were moments we felt like the ship was taking on more water than we could bucket out. Sometimes, we felt like our oars were too short, and we were just spinning in circles. Yet, there were also moments when we believe our team was a top-tier crew—navigating expertly, upgrading the ship mid-voyage, and charting a better course for everyone onboard and those yet to come.
This journey has included some meaningful “ports of call.” We’ve offloaded outdated tools and processes, and brought aboard powerful new resources: Wealthscape, Envestnet, and MoneyGuide, as well as advanced tax and estate planning tools. We also now have access to sophisticated investment opportunities like private credit and private equity—strategies that were previously unavailable to us. Many available products and offerings even come with lower internal costs, which can directly benefit your bottom line.
We believe that &Partners is the right port for us—and for you. Looking back, it sometimes feels like we’ve circumnavigated the financial world in just twelve months. Thank you for taking this journey with us.
So again, Happy New Year—as we set sail into another exciting year together!
Your crew at Davidson Wealth Management
P.S. As we embark on this next chapter, we’ll continue to share new content—such as brief, informative videos and timely updates—on the Resources tab of our website. (Resources – Davidson Wealth Management) While we won’t send a notification each time something new is posted, we encourage you to make it a regular port of call. It’s a simple way to stay informed and engaged as we navigate the evolving financial landscape together.
Pictured left to right: Price Ashe, Nicholas Androvich, Paola Angeles, Michael Davis, Kristen Senvisky, Christopher Senvisky, Karen Kight, Tod Wells, Chris Davis, Lisa Scriba, Michael Duggan, Steve Giguere, Susan Cohen, Alex Cohen, Brent Hann. For full associate profiles please review our website (Team – Davidson Wealth Management)
Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA/SIPC.
