Over the weekend, our team celebrated the one-year anniversary of Counterweight Private Wealth. We spent time together to reflect on the past year’s journey, both its challenges and its successes. We all agreed that we are humbled and thankful at far we’ve come and are excited what the future holds.
Our firm was founded with three major intentions:
- To provide a deeper, more transparent, more expansive wealth management experience to you and your family.
- To be a fiduciary, and only a fiduciary and to place your interests first above all others.
- To enhance the scope of our services and have the freedom to build a team, add technologies, and swiftly adapt to change without the restrictions and confines of a large institution.
The result has been an overwhelming success. You have embraced and joined our journey. Over the past year, we have laid an incredible foundation which will serve as a launching point for the years to come. In case you are not aware, some of our milestones include:
- Helping multiple people retire in 2022
- Assisting in the successful transition of clients’ children from high school to college
- Walking hand in hand with clients through the loss of loved ones
- Implementing strategic tax planning for key retirement and financial decisions
- Adding new members to our team
- Constructing and completely redesigning our website
- Publishing timely blog articles on our website
- Raising $10,000 for the Raleigh Dream Center through our annual Sporting Clay Event
- Hosting an online seminar during the depths of the recent market selloff
As we pivot forward, you can expect more exciting changes over the next year, including:
- One-page financial plans
- Tax planning services
- New technologies to enhance client communication and collaboration
Even throughout the difficult market environment of 2022, the Counterweight Private Wealth team remains energized and excited about the future. We want to thank our valued clients for untrusting us with your financial lives. Onward!