Transform Wealth - 2020 03 OurCommitment - Financial Planning & Wealth Management Advisors

Investments Insights

Our Commitment

Nathan Kubik, CIMA®, CPWA®

As the situation with the coronavirus (COVID-19) continues to develop, we are prepared and stand ready to support you in anyway that we can. We value your trust and want you to rest assured that we will provide seamless and reliable service during this challenging time.

Promoting Health and Safety. For Everyone.

First and foremost we greatly value your health and safety. We are taking the necessary steps to minimize health risks to our team, our clients, and communities.

We remain available to you.

We are prepared and positioned to continue our services through this period of time. We have the technologies and tools to ensure that our business continues to operate as normal.

We are being responsible in adhering to the set forth guidelines and are not doing in person meetings with clients or each other, but are available via phone, email, or web conference.

We have moved to a remote office environment. We have the exact same set up that we did in our offices and are fully prepared to operate remotely at the same level of care and quality::

We will be fully accessible by phone and email
We can seamlessly and safely access client accounts
We have full asset management and trading capability

Let us know if you need additional assistance.

We understand the difficult and challenging landscape ahead, and we are here to help. Rest assured we will continue to maintain normal business operations to serve you, our clients.

As new developments are released regarding the coronavirus, we will make sure to inform you promptly. Thank you again and we look forward as we push through this together!