About
A New Look for the Next Decade
Happy New Year and welcome to 2021! OK… admittedly not the timeliest greeting. But we’re still (barely) in the acceptable “window” for these sorts of felicitations, right?
Well, even though January has already come and gone, many of you will likely never tire of the opportunity to bid adieu to 2020: a year that none of us wants to remember, but most will not soon forget. The world suffered unprecedented shocks, health and social issues took center stage, financial markets were wildly volatile, and from the aisles of Congress to the toilet paper aisle at your local grocery store… uncertainty was omnipresent.
Yet, amidst all the chaos, a far less heralded event took place last year; Portico Wealth Advisors quietly turned 10 years old.
Of course, meekly turning the calendar was never our intention. Leading up to this milestone, we had every intention of hosting a delightful client event in celebration of our gratitude for you. It was going to feature good food, great wine, the best people, and perhaps even a band. Don’t get too excited, though… Jonathan was vying to be the lead singer.
Instead, with much of the world off its axis, we opted to simply count our blessings and press on.
That noted, we did accomplish a few things while in quarantine, not the least of which was a reexamination of our brand.
Great News: upon thorough review and analysis, we are who we thought we were… espousing the same values and aspirations that inspired us to open our doors back in 2010.
Namely:
We are first and foremost wealth preservationists;
We are prudent with clients’ hard-earned capital;
And we truly love seeing our clients accomplish what is most important to them… financially and beyond.
However, while our values remain steadfast, our logo and color scheme were admittedly timeworn.
So, we embarked on what was deemed a “quick brand refresh.” Now, surely the realists among you have already begun to chuckle, because as we quickly discovered, there’s no such thing. In fact, it was more of an angst-filled marathon during which it often felt like the finish line was nothing more than a distant mirage.
All that said, we finally finished. And, at the risk of revealing our blind spots, we are quite proud of the result. Of course, your opinions about are new look and feel are leagues more important to us. So, please take a few moments to tour the rest of our new and (hopefully) improved website www.porticowealth.com, and let us know what you think. Your feedback means the world to us.
Speaking of improvements, we are thrilled to also announce a new Financial Wellness service for retirement plan clients in 2021, GoalPath. It is a combination of cutting-edge goals management technology with the unrivaled effectiveness of financial coaching from CFP® professionals. It will help your employees make better overall financial decisions and enhance their long-term retirement readiness. Please let us know if you’d like to learn more.
So, as we (continue to) venture boldly into 2021, filled with renewed hope for a better, more “normal” tomorrow, we would be remiss if we did not take a moment, party or not, to thank all of you. We literally would not be here without your continued trust and support, and for that we are eternally grateful. It’s a great honor to serve you, and we look forward to the next decade… crazy pandemic-filled years notwithstanding.
Sincerely,
Dave, Jonathan & Brenda
Bonus Material: Our Top 10 Humorous Quotes for 2020 (…May It RIP)
“2020 is a unique Leap Year. It has 29 days in February, 300 days in March, and five years in April.” —Unknown
“Day 7 of social distancing: Struck up a conversation with a spider today. Seems nice. He’s a web designer.” —Unknown
“First time in history we can save the human race by laying in front of the TV and doing nothing. Let’s not screw this up.” —Unknown
“If you had asked me what the hardest part of battling a global pandemic would be, I would have never guessed ‘teaching elementary school math.'” —Simon Holland
“‘I’m not working out with a mask on’ is my new favorite excuse for not working out.” —The Cat Whisperer
“After all the stupid things I’ve done in my life, if I die because I touched my face, I’m gonna be really upset.” —Unknown
“‘He chewed too loud’ became the number one cause of divorce.” —Unknown
“My husband and I switched sides of the bed this weekend. That’s what we call ‘vacation’ now.” —Ilana Glazer
“2020 is a ‘cash bar at the wedding’ kind of year.” —Unknown
“My wife and I play this fun game during quarantine. It’s called, ‘Why are you doing it that way?’ There are no winners.” —Eric Spiegelman