Broker Check

Happy Thanksgiving: An Open Letter to Our Clients

November 22, 2022

Happy Thanksgiving!  We hope you have a wonderful day spent with family, friends, and great food. 

As you know, Thanksgiving is a time for reflecting on all that we have to be thankful for.  It occurred to us the other day that, as your financial advisors, we have never shared what we’re thankful for.  And we’re thankful for a lot. 

So, if we can beg your indulgence, please allow us to share:

Nine things we at Harvest Wealth are thankful for…

1. Our country

We’re thankful we live in a country where we have the freedom to set our own goals, choose our own paths, and pursue our own happiness.  There are millions of people in the world who don’t have this freedom – a freedom that should never be taken for granted.

2. Our military

We’re thankful for the thousands of brave men and women who strive to protect that freedom, along with all the other inalienable rights we enjoy. 

3. Our community

As financial advisors, we’ve come to know many different members of our community, including people from all walks of life.  While no community is perfect, we truly believe ours is as beautiful, unique, and worth participating in as any in the world.  We’re lucky to live here – and thankful thankful we do! 

4. Our modern world

While sometimes it seems like modern technology causes as many problems as it solves, in our case, it has enabled us to help more people better – and faster!  The fact that we can speak over the phone, send you an email or monitor your investments with just the push of a button is amazing.  There’s more power in our cell phones than in the spacecraft that took Neil Armstrong to the moon – and that power is something we’ve come to rely on every day. 

5. Our health

As financial advisors, one of the most important things we do is help people be secure financially so they can take care of themselves physically.  It’s helped us become more appreciative of our own health.  The simple fact we can leave our home and go to work every day is no small blessing.

6. Our job

We’re thankful to have a job that enables us to support our families and pursue our passions.  We’re thankful that our job is our passion.  Not everyone enjoys going to work every day.  Not everyone has the opportunity to do what they love. But we do, and we’ll never stop being grateful for it. 

7. Our team

While we all strive to be as self-reliant as possible, the fact is that no one succeeds in life without the help of others.  That’s why we are so thankful for our amazing team.  There has never been a group of people more dedicated and professional.  They not only make our lives easier; they push us to do better.  To be better.  We wouldn’t be where we are without them.  We are grateful that everyone who was working with us on your behalf decided to join us at our new home. 

8. Our families

The older we get, the more we realize that family is what matters most in this life.  A loving, supportive family is the richest fortune anyone can have, and in that regard, we consider ourselves rich indeed.  In good times and bad, it’s our families who cheer us on, prop us up, and push us forward.  We love and cherish them all. 

9. Our clients – those many here and those few still at our old firm

We’re thankful for you.  We’re thankful for the time we shared diligently crafting and executing a vision for your financial future.  In particular, we are thankful that the high quality dividend growth strategy that we conceived and developed has held up so well during this very challenging market.   

Do you have any idea how lucky we are to get the opportunity to work with clients of your character?  How humbled we are to have been entrusted with your financial success?  How honored we are to help you in any small way we can?  The truth is, there are lots of people in this world we would not want to work with.  But when we look through our list of clients, we’re staggered.  We have enjoyed the privilege of serving some of the smartest, kindest, most decent human beings anyone has ever met. 

People like you are why we do what we do.  You’re the reason we never hit the snooze button.  The reason we’re happy to burn the midnight oil.  There aren’t words to express how thankful we are for your business.  For your trust.  For your kindness.  For you

In other words, we are thankful to have served as your financial advisor for so many years. 

On behalf of all of us at Harvest Wealth, we wish you a Happy Thanksgiving!