WAM wishes all of our clients and their loved ones safety and happiness. The Weatherly Team is here to help as we continue to conduct business seamlessly and securely from our office and home offices (since 3/16/20). As an essential business, we continue to navigate dynamic local and state guidelines, consistently prioritizing the health of clients and our team. Our team is adapting to ongoing strategies for phasing back to the office. Calls continue to be routed appropriately to ensure your ability to connect with our team.

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Blog

Spring 2021: Updates at Weatherly

Kelli Ruby, CFP®, Wealth Management Advisor, Partner | Carolyn P. Taylor, President, Founding Partner | Thursday, March 18, 2021

Over the past year we’ve had many phrases added to our lexicon – social distancing, flatten the curve, Zoom fatigue, and many others. For every “can you hear me?” or “you’re on mute” we’ve heard, we’ve also felt concern and hope for our collective communities. In March of 2020, we were told to shelter-in-place and […]

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Impact of Education in a Pre- and Post-Pandemic World

Lindsey Fiske Thompson, Director of Strategy & Resources, Partner | Chase Hayhurst, CFP®, Wealth Management Associate Advisor | Thursday, February 11, 2021

Brooke Boone Kelly, CFP® also contributed as a co-author on this month’s blog. The effects of the COVID-19 pandemic are far-reaching, as witnessed by major shifts in how we live, work, socialize and educate.  The impact on the educational system in America is profound, as school districts juggle with how to both protect teachers and […]

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2020 Planning Opportunities: Potential Tax Changes and Roth Conversions

Cole Hansen, CFA, CFP® Wealth Management Advisor | Ryan Richardson, CFP®, Wealth Management Associate Advisor | Thursday, August 27, 2020

Not much is normal these days – political conventions are virtual, major sports are played in empty arenas, and classrooms are remote. One thing that seems to remain a constant are the proposals being put forth by Presidential Candidates in the upcoming election to outline their goals, objectives, and strategies and the corresponding action by […]

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Discovering New Trends in a Post-COVID Environment

Cole Hansen, CFA, CFP® Wealth Management Advisor | Aubrey Brown, CFP® Wealth Management Associate Advisor | Thursday, July 30, 2020

The novel Coronavirus has dramatically disrupted lives on a global scale.  As businesses and individuals attempt to adapt to a post-COVID world, a series of new trends and opportunities have emerged. 

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How WAM has Adapted to this Crisis: Protecting Ourselves to Maintain Service to You

Chrissy Rhamy, Administrative Assistant | Yoshi Brownlee, Team Administrator & Marketing Specialist | Thursday, May 14, 2020

Daily life changed globally and permanently due to the COVID-19 virus, and at Weatherly we have adapted to the dynamic landscape in multiple ways. While our team has been mostly working remote since mid-March, we are still running business as usual and are implementing a variety of tools to make Weatherly a safer and more […]

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