Dear Valued Clients and Partners,
We are thrilled to announce an exciting development in the world of Financial Planning: the partnership between Corneau Wealth Management and Wintergreen Financial Group to form LIV Wealth Advisors. This collaboration marks the union of two esteemed New England firms, combining our expertise, resources, and cutting- edge technology to provide our national client base with ahigher level of service and support.
At LIV Wealth Advisors, our mission is to empower individuals and businesses to achieve their financial goals with confidence. By joining forces, we are creating a stronger, more dynamic team equipped to navigate the complexities of today’s financial landscape and guide you towards a brighter financial future.
Our partnership brings together the best of both firms, ensuring continuity and enhancing the services you have come to rely on. From comprehensive financial planning to investment management and tax strategies, our unified team is committed to delivering personalized solutions tailored to your unique needs. By maintaining our relationship with LPL Financial, we leverage the latest tools and state -of- the- art technology. We are streamlining processes, enhancing communication, and providing you greater visibility and control over your finances. There will be no changes to your accounts or access to our online services. You will simply see our new name and logo in our communications, marketing and on your LPL statements.
As we embark on this new chapter together, we want to express our gratitude for your continued trust and support. We are dedicated to maintaining the highest standards of excellence and exceeding your expectations at every turn. We are committed to guiding you through these pivotal moments, ensuring that you not only achieve your financial objectives but also live a life filled with purpose and fulfillment. Together, we'll navigate the path to financial well-being, helping you LIV your best life.
We are so excited about the opportunities that lie ahead and look forward to serving you and your families as LIV Wealth Advisors. Should you have any questions or would like to learn more about the partnership, please do not hesitate to contact us.
Thank you for being the reason and purpose of why we are in the financial services industry.
Warm Regards,
Liv Wealth Advisors