Year One: What We Learned
One year ago today, we officially launched our firm, and we cannot begin to express our gratitude for the trust and support from our clients, family, and friends. It has been an incredible journey filled with victories, challenges, and invaluable experiences.
As we celebrate this milestone, we wanted to reflect on our first year and discuss some of the most important things we have learned:
1. Relationships Drive Everything: We are so thankful to have many great relationships and friendships. Not only does it help us to drive business, but it also provides us with the opportunity to help others. We have had the opportunity to connect with so many people and we hope to continue to make a difference in their lives. While knowledge and expertise are vital, it is the trust and connection we establish with our clients that truly drives success.
2. Patience: Not only is patience vital in the investing world, it is also vital when starting a business. There are no shortcuts to success. It is important to focus on long-term goals and vision and be consistent in your approach. If you continue to commit to always doing the right thing, you will be successful.
3. People Are Focused On Legacy: When you are a trusted advisor for someone, people open up with you about what really matters to them. The older you get, the more you seem to realize what is truly important in life. When you shift the focus from yourself to others, everything changes.
As we embark on our second year, we are excited about the opportunities ahead and to strengthen our relationships with all of you. We are grateful for the confidence and trust you have shown in our firm, and we remain dedicated to providing exceptional advice and personalized service.
Thank you again for being part of our journey. Your trust and support mean everything to us. Cheers to many more years of growth, success, and shared prosperity!
Authored by Stephen Blahovec and Michael Rausch of North River Wealth Advisors. We are an independent, fee-only financial planning and investment management firm located in Pittsburgh, PA servicing clients locally and across the country. To learn more, contact us here.
This content is developed by North River Wealth Advisors from sources believed to be providing accurate information. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.