Happy New Year

Dear Friends,

Happy new year! A new year is always exciting. Even though in reality a new beginning can start any day, there is something about a new year that brings more energy and more excitement to that new beginning. This year it is not only a new year but a new decade, 2020. For some of you this decade will bring new changes - retirement, a new career, or a new family member.

Just like many of you, at the end of every year I try to reflect and pick ways to improve my life as well as the lives of those around me.  This new beginning has been an opportunity for me to analyze who I am to you in your life and how I fit in the picture of the events of your new decade. It is always good to take a moment and reflect on your path and make sure you are on the right course for what you want to achieve. For 20+ years, my practice has taken a holistic approach to helping you achieve your goals. I do not only want to be your wealth manager, but I want to provide the proper guidance and help in making decisions that increase and maintain your wealth to get you to where you want to be. This starts with a new name. Starting now, we are changing our brand from WealthEngage to Total View Advisors. I think a name is important because it reflects who you are and what you offer. Total View has big plans for 2020. We are going to go more in depth to talk about what works for you and your personal style and goals for investing.  We will help keep you focused on what matters most to you and present it in an easy to follow manner so that you always know where you stand.

I want my practice to stand out for its personal service and customization of each investment portfolio. Too many financial firms use common firm models and plug in standard funds, just managing the money in front of them without thinking why the money is invested. Total View aims to always provide the service and personalization that is unmatched in the industry. I am also looking forward to new client appreciation and educational events this year. There is no reason why we can’t have some fun along the way!

More BIG NEWS! My wife, Raquel is joining our team at the office as our Relationship Manager. She previously worked as an attorney and has been at home with our kids the last few years, and now she will be coming to work at Total View and assisting us with event planning and marketing. She is happy to be at work and looks forward to seeing some of you at the office when you come in. Lastly, I want to take the opportunity to thank all of you for your loyalty and your friendship. Meeting with all of you is what inspires me to do my job, and it is also what makes it fun. I hope all of you have inspiring starts to your new year.

My new website and logo are under construction, so please visit my interim site: www.raymondjames.com/totalviewadvisors.

I look forward to seeing you in 2020!