Q3 2023 Quarterly Newsletter

Q3 2023 Newsletter Cover

Kathy Longo, CFP®, CAP®, CDFA
Thursday, October 11, 2023

Happy Autumn! We hope you enjoyed a wonderful summer with friends and family. In this Quarterly Newsletter, I am sharing an article that may be a helpful resource for you or someone in your life who may be adjusting to an empty nest. Jay Pluimer, Director of Investments, shares his insights on the market to date this year as well as expectations for the next few months.

In firm news, I am excited to share some wonderful pictures of our newly renovated office space. We have been enjoying the new layout and branded style and cannot wait to share it with all our valued clients!

Flourish Wealth Management Conference Room

Flourish Wealth Management Miranda Libra Working at Desk

Flourish Wealth Management Office Kitchen

Team Toast 2

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Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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