As many of you should be aware as of April 6, 2019, we started a new chapter by moving into our own private office. Today the next chapter begins with a new name- Emerald Wealth.
Even though our name is changing we are still proudly connected to Waddell & Reed, meaning nothing regarding your accounts has changed.
Why the name Emerald Wealth? The name is inspired by Emerald Bay near Lake Tahoe one of the most photographed places in the world but with its winding treacherous road, it can be complicated to get to. Here at Emerald Wealth, we want to help you stay organized on the winding road that is life in an effort to get you to the beautiful panoramic scenes and pristine views. Bringing you stability, freedom, and order to your portfolio with comprehensive financial planning to ensure confidence. Whether you’re focused on retirement, acquiring new wealth, or going through a divorce, we are committed to helping you organize your new chapter.
You can now find us at:
We appreciate your trust in us and looking forward to serving you.