Important Update and upcoming Happy Hour | |
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Hello Megan,
Exciting News! We are announcing our own Registered Investment Advisory Firm, Watercolor Financial.
How it all started: When the three of us launched our firm in November 2020, it was our intention to serve as an independent registered investment advisor. Due to the pandemic, registration with the Securities & Exchange Commission would have taken months and Northwest Asset Management (NWAM) offered us a way to work with all of you more quickly.
How it is going: The partnership we have with NWAM has been invaluable to us. The Watercolor Financial team will continue to serve you with the support of NWAM, LLC though their dba, RIA Innovations, which provides support services to registered investment advisors.
In celebration of this accomplishment, we hope you'll consider joining us at our happy hour on October 5th. See below for details and to RSVP!
Sincerely,
Cass, Megan and Bleckley
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Watercolor Financial Launch Party!
We are seeing things in a whole new light
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You are invited to our party! We ordered custom-designed Watercolor Financial eclipse glasses to share with our clients and friends for the two upcoming eclipse events in Texas. Toast our bright future and take home some eclipse glasses! | |  |
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Where: Juliet Italian Kitchen
10000 Research Blvd.
When: Thursday, October 5th from 4 to 6 p.m.
What: appetizers and drinks.
Who: You and your guests
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| Watercolor Financial Eclipse Happy Hour |
| Juliet Italian Kitchen (Arboretum), 10000 Research Blvd. |
| 10/05/23 4:00pm - 10/05/23 6:00pm America/Chicago |
| Join us for drinks and appetizers on the beautiful patio. | | | |
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Did you know that EarthSky.org is produced in Austin? The website grew out of the award-winning radio series EarthSky: A Clear Voice for Science, which was created by Deborah Byrd in Austin in 1991! Deborah will attend our party as one of our clients and as the Editor-in-chief of this award winning website. We invite you to learn more about Deborah and Earth Sky by clicking here.
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October 14, 2023 - an Annular Solar Eclipse will reach maximum at 11:54am.
April 8, 2024 - a total eclipse, also known as the Great North American Eclipse, will reach totality at about 1:36pm.
You can find more details here.
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Bleckley Dobbs, Cass Grange and Megan Poore provide advisory services through NWAM, LLC dba Northwest Asset Management, an SEC registered investment adviser. Watercolor Financial Group is not a registered investment adviser. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. This material is intended to provide general financial education and is not written or intended as tax or legal advice.
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Bleckley Dobbs, Cass Grange and Megan Poore provide advisory services through NWAM, LLC dba Northwest Asset Management, an SEC registered investment adviser. Watercolor Financial Group is not a registered investment adviser. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. This material is intended to provide general financial education and is not written or intended as tax or legal advice.
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Results of last months question: Do you read the Market Guides we send out each quarter? 29% said yes, 29% since not yet, but will now, and 42% said, No, I count on Watercolor Financial to follow this. Where do you land on this?
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