BRIDGING THE GAP
Reassurance on Market Volatility and Coronavirus Uncertainty
The market volatility and Coronavirus uncertainty continue to persist with a direct impact on our daily lives. Be assured, your James River Wealth Advisors team is constantly monitoring how the Coronavirus is affecting the financial markets, your investments, and the health and safety of our clients and our employees.
We want to first assure you that no one within our office has come into contact with the Coronavirus. We have encouraged all of our employees to stay at home if they or any of their loved ones are sick, and to focus on getting better.
We also want to reassure you that not only do we have a business continuity plan, but we tested that plan in the first two weeks of January of this year. All of our software, customer relationship management, reporting capabilities, and client files are stored on the cloud and can be accessed while working remotely. Phones can be routed to cell phones. We can do all client reviews via conference call or Zoom (video conferencing).
With Coronavirus having such a severe impact on financial markets, we want you to know that we are still open for business. You are valued and we know that these are uncertain times. We give you the choice now to come in for a meeting in person, or to do the meeting via Zoom or conference call. We are also always available to talk on the phone.
And last (but not least), James River Wealth Advisors has a commitment to serving the community that we live in. When local schools close their doors, many children go hungry. Feedmor has mobilized to feed all children and adults who are food insecure. Because of this, James River has made a donation to Feedmor to help them continue to provide the services they need. Additionally, several of our employees will be volunteering our time to food preparation.
Thank you for your trust in us throughout these uncertain times. Please call us at 804-323-0517 if there is anything we can do for you.
Sincerely,
Kristin Carleton, AAMS
Vice President of Financial Planning and Investments
804-323-0517
kcarleton@jrwealth.com
www.jamesriverwealth.com
DISCLOSURES
The material contained in the ’Market Commentary’ is for informational purposes only and is not intended to provide specific advice or recommendations for any individual nor does it take into account the particular investment objectives, financial situation or needs of individual investors. The information provided has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and does not purport to be a complete analysis of the material discussed, nor does it constitute an offer or a solicitation of an offer to buy any securities, products or services mentioned. Past performance is not indicative of future results. Diversification cannot assure profit or guarantee against loss. Performance of an index is not illustrative of any particular investment. It is not possible to invest directly in an index.
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James River Wealth Advisors
15521 Midlothian Turnpike, Suite 100
Midlothian, VA, 23113
Eli's Village
E: inquiry@elisvillage.com
P: (804) 302-0502
Securities offered through J.W. Cole Financial, Inc (JWC) Member FINRA/SIPC. Advisory Services offered through James River Asset Management LLC. James River Wealth Advisors and James River Asset Management LLC are unaffiliated entities of J.W. Cole Financial.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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