Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office. This quarter we are highlighting Nick Merryman, our new addition to our team. We introduce a special client, Thelma Boyer and introduce some exciting updates to our investment and trading platforms.


In this edition:



WAG on the Move: Welcome Nick Merryman


Tech Corner: 55ip Trading Platform


Tax & Legislation Corner: Important Tax Updates


Financial Planning Corner: American Rescue Plan Act of 2021


Investment Corner: Custom Model Solutions - Powered by Blackrock


Client Spotlight: Thelma Boyer


To read the full newsletter click here: WAG April 2021 Newsletter

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Fort Wayne, IN 46845

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12726 Coldwater Road | Fort Wayne, IN 46845

P 260.619.3100   |   F 260.619.3609

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