We would like to wish you a happy new year and express our sincere gratitude for your continued partnership and trust in our firm, our work, and our people.

As we reflect on the past year, it’s clear that the investment climate in 2022 was marked by a great deal of uncertainty and volatility. The COVID-19 pandemic and its economic impacts, along with geopolitical tensions and other global events, all contributed to an unpredictable market environment.

Despite these challenges, you weathered the storm by remaining invested with a long-term view. This is a testament to your commitment and our philosophy of holding a high quality, tax efficient, and diversified portfolio through the highs and lows of market cycles. The investment climate ahead will continue to present both opportunities as well as risks. Despite the uncertainty, we remain vigilant and proactive in our approach to managing your investments.

What has always been clear to us is that sound financial decisions are a collaborative effort between our office and our clients. Success is not created in a vacuum, but is instead born from flexibility as lives, priorities, and plans continually update and evolve throughout a lifetime.

As your lives, priorities, and plans evolve, we urge you to reach out and let us know. We are here to serve you.

As always, thank you for your trust.

The entire team at Brickley Wealth Management