Community Newsletter: January Updates

January set the tone for an exciting year at the firm. From team gatherings to culture-focused events, our community came together to celebrate successes, connect with one another, and kick off 2026 with energy and momentum.

KICKOFF

As our team continues to grow in both size and geographic reach, we kicked off the year with a virtual gathering that brought everyone together in a meaningful way. It was a valuable way for us to remain connected and aligned as we move into 2026 with momentum.

WILMINGTON, VT

Our talent acquisition spent time in Vermont reconnecting and aligning on their 2026 vision. From meaningful strategy sessions to a memorable sunrise hike, the retreat served as a thoughtful reset and set the tone for what’s ahead.

WILMINGTON, VT

Fresh snowfall and a private mountain created the backdrop for an unforgettable ski day at The Hermitage Club at Haystack Mountain. From first tracks to a lively après-ski in the clubhouse, it was a day that brought staff, advisors, clients, and families together through shared experience.