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Better Serving you in 2026

Jan, 2026 | Blog

We’re excited to share an important milestone with you.

Over the past several months, we’ve been working behind the scenes to ensure we can continue delivering the same high-level service you expect, while finding new ways to improve and grow. As part of that commitment, we’re proud to announce our partnership with Altruist and the launch of our own Registered Investment Adviser (RIA): E2E Financial, LLC.

This is an exciting new chapter for our team and a meaningful step forward in our ongoing pursuit of better serving our clients, partners, and community.

What this means for you…
Becoming an independent Registered Investment Adviser allows us to operate with greater flexibility and focus.We can spend more time doing what matters most: helping you pursue your financial goals.

With this new structure, we’re able to offer:

Greater transparency
More flexibility in investment and planning solutions.
Clearer focus on being your fiduciary
The same team, values, and personalized approach you already know.

While our structure has evolved, our mission remains the same: helping you make confident financial decisions.

Why work with us?
Everything we do is in the best interest of our current and future clients. We invite you to schedule your complimentary initial consultation to learn more about our personalized approach and to see if we’re a good fit for each other.

Thank you for being part of our journey. We’re excited for what’s ahead and look forward to continuing the conversation.

And as always, your weekly market update is here.

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This material is for general information only and is not intended to provide specific advice or recommendations for any individual. Investing involves risk including the possible loss of principal.

The S&P 500 is a stock market index tracking the stock performance of 500 of the largest companies listed on stock exchanges in the United States. Indexes are unmanaged and cannot be invested in directly.

The Standard & Poor’s 500 Index (S&P500) is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
The Bloomberg U.S. Aggregate Index represents the U.S. investment-grade fixed-rate bond market. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Market Index captures broad US equity coverage. The index includes 3,204 constituents across large, mid, small and micro capitalizations, about 99% of the US equity universe. Indexes are unmanaged and cannot be invested in directly.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.