Supporting You in Uncertain Times

As a result of the sustained impact of COVID-19, market volatility and uncertainty continue. Because this is a challenging period for many, we want to be a primary source of information and analysis that provides much needed perspective in these unprecedented times.

NFP's wealth management business is composed of three organizations – DiMeo Schneider & Associates, Lenox Wealth Advisors and Wealthspire Advisors – as well as investment professionals located across North America. Each operates independently but shares a commitment to helping clients prosper. This open-architecture, direct-access model provides our clients with access to financial planning and investment management solutions that align with their unique needs and goals.

As part of an organization that prioritizes readiness and contingency planning, we are well-positioned to continue supporting our clients through this crisis. We are closely monitoring developments with a focus on the health and safety of our employees and have implemented protocols that ensure the continued delivery of resources and services to our clients.

Like many other organizations, most members of our team are working remotely. This change – driven by a focus on employee safety and slowing the spread of the virus – is an adjustment, but with technology and a commitment to communication and collaboration, we are making it work. NFP is proactively supporting these transitions with a variety of resources, including these work from home best practices designed to support motivation, productivity and health.

Finally, we are all looking for certainty in this environment. We can't predict the future so our best path is to stay the course and control what we can control. We take a long-term view and our fundamentals, analysis and expertise have been tested before in difficult times. Our experience weathering previous storms tells us this is not the time to panic and drastically change direction. However, it may be appropriate to consider planning steps that take advantage of the current downturn and better position a portfolio for when this crisis is behind us.

Here are some resources for review:

We will continue to post relevant COVID-19 content on the DiMeo Schneider, Lenox Wealth Advisors and Wealthspire Advisors websites, as well as deliver it to you via email on a regular basis to keep you informed.

Through this difficult time, we appreciate your loyalty and trust. We will continue to take care of each other, share our insights and be available to answer your questions. If you have questions or comments, please contact wealthmanagement@nfp.com.