Between Financial Physicals, our standard client review meetings, we offer our clients the ability to connect with our Wealth Management Team twice per month on Zoom to hear our thoughts on current events, economic trends, financial planning topics and more.  These 20-30 meetings are intended as a way that we can keep our clients more frequently informed about the strategic moves we're making in our portfolios and financial plans.

At the beginning of the month, our Chief Investment Officer William Urbanik, MBA discusses how current hot topics relate to the market and economy, and their impact on our portfolio management. Mid-month, our Chief Planning Officer Jessica Geary, CFP® deep dives into specific financial planning topics and the planning strategies we are implementing for our clients. Each meeting includes interviews with special guests such as our investment research partners, renowned financial analysts and trusted specialized professionals.

By Your Side Chats are an engagement opportunity exclusively for our clients.  We also grant limited access to these meetings to those who are in the process of considering a relationship with our firm. If you are a client or active prospective client looking to register for the next By Your Side Chat, the registration link was included in our recent email and text reminders.  You can also contact the office at info@shcwealthmanagement.com or by text message at 724-221-9886 and we can send you the registration information.