Your Autumn Update from BlueRock Wealth Management

Fall is a season of change, and it also gives us a natural opportunity to reflect on what we value. As Thanksgiving approaches and another beautiful autumn settles into Collingwood, we’re taking some time to appreciate our growing team, the community around us, and, most importantly, the relationships we’ve built with our clients.

Please note that our office will be closed on both Friday, October 10, and Monday, October 13. Because the markets are open on Friday, October 10, our Advisors will monitor their voicemails. If you have an urgent request, please contact your Advisor directly and leave a message. We’ll return your call as quickly as possible.

On Monday, November 9, Tuesday, November 10, and Wednesday, November 11, our entire team will be attending an offsite training retreat. While our office will be closed, your Advisor will continue checking voicemail and returning correspondence regarding investment services if you need to reach them. Our regular office hours will resume on Thursday, November 12.

Our BlueRock team is growing again, and we’re thrilled to introduce two of our newest team members.

One of our main focuses within our professional development practices has been formalizing our gratitude, as a team, and individually. While this practice may be uncommon, even in the business and executive coaching realms, we've found it extremely helpful in order to operate from our core values. While we always show up to do our best work for our clients every day, we wanted to share a few of our team's gratitude statements in this season of Thanksgiving.

Lisa Bunney

“I'm grateful for my family, the people who support me and the opportunity to help others plan for what matters most to them.”

Melanie Huizinga

“This Thanksgiving, I’m grateful for the trust, support, and relationships that make what I do so rewarding. “

Kim Furniss

“I am very grateful that my family and friends are healthy and happy.”

Sandy Coates

“I’m most grateful for my Family, the people I love and the time we share together. I’m thankful for all the wonderful people in my life who bring friendship, support and meaning to my days.”



The next two to three decades are expected to mark the largest wealth transfer in modern history, with an estimated $83 trillion in private assets moving between generations. The scale alone is remarkable, but there’s another important part of the story: how that wealth is being transferred and how the next generation is changing what wealth transfer looks like. Our recent blog explores these shifts and what families should consider as conversations around wealth, inheritance, and legacy continue to evolve.

As we head further into fall, I’d like to thank you for the continued trust you place in our team. We value it throughout the year, but this season is a great reminder to recognize the relationships that matter to us. From myself and everyone at BlueRock Wealth Management, we hope you and your family enjoy a wonderful Thanksgiving and the season ahead.

Neal Owen

President

BlueRock Wealth Management

*Please note that replies to this email address are not monitored in real time. Contact us via our site or reach out to your advisor directly for a timelier response.