20 Commerce Parkway
Update from Deacon Wealth Management
October 15, 2014
I wanted to write to thank you all for your tremendous support of our firm and provide a couple of updates as we enter the fourth quarter of 2014.
Deacon Wealth Management has recently entered our fifth year in business. Our sustained success is due directly to the tremendous support of our clients and the friends of Deacon Wealth Management. Thanks to all of you, our firm is expanding rapidly during these challenging economic times. We take helping you in the process of trying to meet and exceed your financial goals as an honor.
Five years ago, we started with a vision to provide comprehensive wealth management to our clients with the sole goal of providing independent, dependable financial advice in order to help our clients in pursuit of their dreams. To that end, we have invested heavily in our staff and financial tools to provide world class service.
We have recently made significant investments to improve our client experience by aligning ourselves with a group of superior financial professionals called the Peak Advisor Alliance. The Alliance represents some of the most innovative thinking and systems processes in the financial advisory business. In fact, I just returned from one of our three day sessions in Omaha, NE, where we discussed the future trends that we see emerging in the financial marketplace, and development of systems and procedures to address our clients’ needs far into the future.
In the next couple of months, you will see a revamped Deacon Wealth Management website, a phone app that can be used on any smartphone, and enhanced reporting through our eMoney and LPL Account View systems.
We want to make sure that you have any information that you may need about your personal finances at your fingertips. As you are probably aware, the more complicated your financial situation, and the more that you know about your finances, the more valuable our services can become to helping you reach your goals.
We hope that you find true value in the services that we provide. As you may know, we take on select additional clientele each year. We like to deal with people just like you. Should your friends or associates wish to benefit from our services, we're looking for clients who really value what we do and who are committed to the financial planning process. We'll take them through the same process you experienced and send them our confidential profile.
Again, thank you for entrusting us with your assets, and we look forward to seeing you again soon to engage in our end of year planning.
Darryl G. Barnes, President
Deacon Wealth Management, LLC.
Advisory Services offered through LPL Financial, a registered investment advisor.