Dear Clients and Colleagues,
Time flies when you are having fun. September 8th marks the 3rd Anniversary of River’s Edge Wealth Partners. Although we have been serving our clients and many of you for more than two decades, the 3rd anniversary of REWP is special. It was September 8, 2020, when we finally untethered ourselves from a large corporation. As the headlines often reveal, large retail corporate brokerage firms owned by even larger corporate banks have interests that we determined were no longer the best way to serve our clients. Having a relationship with the largest independent brokerage firm in the US, LPL Financial, has given us the platform and access to all the things we need and lets us place our clients in the center of everything we do, without competing interests.
To my team, the ones who have been on this journey with me for a long time and the folks who have joined us since September 8, 2020, thank you for all of your dedication to River’s Edge Wealth Partners and our clients. To every client, those from 20 plus years ago to those a week in, thank you so much for letting us serve you. We are committed to having an impact in every step of your financial journey. It is in our relationships with each of you that we find appreciation and gratitude.
Respectfully,
Tony Frigoletto
*As reported by Financial Planning magazine, 1996-2022, based on total revenue.