BWMG of Nest Capital, Fort Wayne IN

WEBVTT

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By now you've had the opportunity to speak

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with me regarding our alignment with

our friends at Nest Capital in Ohio.

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And I just thought I'd take this

opportunity to just share a little more

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detail as to why, what and where, and also

to extend my sincere appreciation and

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thanks for your confidence

over the last 45 five years.

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This was what I would call a client

directed or a client focused transaction.

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And what I mean by that is I didn't want

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my personal agenda to

interfere with your agenda.

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What I mean by that, it is very important

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that during this process you will not

have any disruption of any service.

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The back office will be

the same as Wells Fargo.

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So you will experience the same account

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numbers, for example, the same logins,

same websites, same phone numbers,

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same structure, same fee structures

and all the above.

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So in essence will be

seamless on your side.

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And that was extremely important for me

to carve that out during this process

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because I didn't want any

disruption on your side.

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But now I just want to take

you forward a little bit.

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And what I mean by that is I've agreed to

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stay on for at least another

five years with the new entity.

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What you will see is the combined logo.

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It will be Braun Wealth

Management Group of Nest Capital.

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And during the next five years

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we will be adding on another

financial advisor besides Jeremy.

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And the staff here will have an additional

staff member to help during this process.

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What I intend to do with folks just like

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yourself is to make this

a very gradual process.

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So I don't want to turn the light

switch on or abrupt your life.

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And so things will be the same.

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And then as the new advisor comes on, we

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will continue to introduce you over the

next five years to that new advisor, new

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staff people, including Jeremy and the

current staff with Stephanie and Jennifer.

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So my goal was to not make this like the

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typical letter you get from a doctor, for

example, that retires and you are left

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trying to find a new doctor in

the next two or three months.

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I also want to go back and reaffirm too,

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that I will still continue to be a Pim

manager and a fundamental choice manager.

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I will be your financial

advisor during this process.

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And so, in essence, phone calls will be

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answered quickly, they will be returned

quickly and promptly and you'll get the

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same exact service as you

experienced prior to this.

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So my goal was, was to give you a lead

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time to transition to the new people that

we will find in place along with the

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existing folks that we have here

at Braun Wealth Management Group.

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But just to kind of summarize this, I go

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back to 1978 when I started at Paine

Webber, and if I could have crafted out

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the next 45 years,

I would have never imagined that I had

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amazing relationships

with clients like you.

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Amazing trust, amazing confidence.

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Friendships were developed.

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I never thought I would have

that journey to last this long.

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And I now have the opportunity to do it

what I believe is the correct way, and

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that is the next five years to gradually

phase this, where the next chapter for you

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and me will even be brighter

than the past 45 years.

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So I look forward to the next five.

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I look forward to celebrating with you 50

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years in this industry, and I look forward

to all of the amazing things that we will

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bring to the table with our

new partners nest Capital.

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So thank you very much for your

confidence, your trust and friendship.

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And I look forward to speaking

with you in the near term.

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God bless you all.