Change of Seasons Quarterly Report | 2nd Quarter 2018
Solution Series Live August 28, 2018 from 5 – 7 pm – “Efficient Transfer of Wealth”
Please join us for our next Solution Series Live presentation on August 28, 2018 from 5:00 – 7:00 p.m. in our office at 731 Sherman St, Denver, CO 80203.
Wealth transfer is a complex affair for many families. It involves the planning and execution of a strategy to shift the wealth created by the current and/or prior generations, into the possession and control of the next or even subsequent generations. A successful transfer of wealth should include family values, tax efficiency and execution over time. Wealth transfer means not only uniting your family behind your assets, but, more importantly, protecting those assets in transition.
Our Wealth Management Partners, Balson & Faix, are well-positioned to help you discover your wealth priorities, goals, and objectives and then help you communicate this information to your heirs. This, in turn, will prepare your heirs to receive your wealth instead of being left to figure it out on their own. So, we invite you to join us on Tuesday, August 28, 2018 to discuss important highlights surrounding the topic of transferring your wealth to the next generation(s).
* Food and drinks will be served Please call or email to reserve your seat, as we expect this event to fill up quickly. Thank you.
RSVP: (303) 837-1187 email@example.com
Enhanced Wealth Management Service Offering
On June 1, 2018, All Season Financial Advisor’s enhanced our Wealth Management Service offering by increasing the benefits available to our clients across the board. As a result of this enhancement, more of you are now eligible for our complete suite of integrated financial services which includes financial planning, tax prep, and estate planning services. To learn more about our comprehensive Wealth Management Service offering and to determine your eligibility for these services, please visit our website at https://allseasonfunds.com/our-services/wealth-management-packages or give us a call at (303) 837-1187.
All Season Financial Advisor’s is Growing:
We are very pleased to formally introduce Sean Powers to our clients as a new member of our full time executive team. As many of you know, our firm has been growing steadily for the last five years and we are actively building scale and capacity into our firms’ resources. Beyond improving technology systems and investing in state of the art software, we are predominantly focused on building the right team of professionals to serve our high net worth clients. Sean is one of those hard to find hybrids in our industry. He has the experience and knowledge of a seasoned investment professional but he has also earned a reputation as a trusted advisor who listens to client needs and can speak to anyone in easy to understand language.
Sean originally started working with All Season Financial Advisors in 2010 as a sub-advisor before joining the firm full time in April 2018. As Chief Investment Officer, he assists in managing the firm’s internal investment models and building asset allocations for high net worth and institutional clients.
Over the course of his career he has managed both long-only and alternative investment strategies in separate accounts and private funds with an eye towards managing risk. Previously, Sean managed a long only hedged equity model and option income model for high net worth and tax-exempt institutional clients at Cain Brothers Asset Management. He also managed the Global Interest Rate Hedged Fund for Lotsoff Capital Management, which used options to invest in currencies and global bonds.
Sean Powers received a B.A. in Organizational Behavior and Management from Brown University and a Master’s degree in Financial Markets and Trading from the Illinois Institute of Technology. He also holds his Series 65 designation.
Please join us in welcoming Sean to the All Season family. We know you will enjoy meeting him and benefit from his expertise.