Domani Wealth COVID-19 Update

As we learn more about the Coronavirus COVID-19, we want to share the measures we are taking as a firm to protect the interests of our clients, team members, and communities.

We are closely following guidelines from the Centers for Disease Control (CDC), World Health Organization (WHO) and other national and local health officials and will comply with all regulations. In the last few weeks, we have increased the frequency of cleaning and sanitization efforts in our offices, particularly for high-traffic areas including doorknobs, light switches, etc.

At this time, we encourage clients with upcoming meetings in our offices to change them to telephone or video conferences. Please reach out to your advisor to make alternative arrangements. We have your best interest in mind and do not want to compromise your health.

Please be aware that we are committed to continue to work and service our clients in the face of this COVID-19 pandemic. Monitoring the markets, understanding client cash needs, possible tax harvesting, etc. is front-of-mind for us. Effective March 17, 2020, many of our team members will begin to work remotely for the next two weeks. We take our responsibility to be prepared to conduct business in the face of any challenge very seriously. Therefore, we have the infrastructure in place to accommodate remote work across our firm. Remote work is not new to our firm and team members.

Please know our team is equipped to respond to emails and receive phone calls, so we will remain fully operational during this time. Our technology and systems are secure to allow team members to communicate and collaborate with one another regardless of where they are located. We continue to have full capability to trade, transfer cash, etc.

As of now, our offices will remain open Monday-Friday from 9 a.m. – 5 p.m., but please call before visiting as this is a very fluid situation.

The safety and well-being of our team members, clients, and community is our top priority. While these are unprecedented times, we are committed to maintaining the level of service you expect and deserve. We are confident in our ability to be here for you.

Thank you for your patience and understanding as we navigate the ongoing developments together. We will continue to provide updates. In the meantime, if you have any questions, please do not hesitate to contact your advisor.


2020 Financial Planning Tax Limits

Send this to a friend