*Holiday updates* This holiday season, the Weatherly team is especially thankful for the opportunities to work with our clients and for our community. Our holiday hours are as follows: 12/23: 6am-3pm PT, 12/24: 6am-11am PT, 12/25: closed with the markets, 12/26- 27 & 12/30: 6am-3pm PT, 12/31: 6am-2pm PT, 1/1: closed with the markets. We will resume normal business hours on Thursday, January 2nd. We continue to collaborate in person and virtually to ensure access to your team of investment professionals. We look forward to our work together into the New Year!

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The Ripple Effect

At Weatherly, we welcome you to a planning model in which you can drop your stone of inquiry, and relax as together we explore The Ripple Effect. While the impetus for our first meeting may be a particular challenge or opportunity, the real impact of our work comes from navigating the interconnected nature of life and livelihood.

Together, we explore outliers of opportunity, solving problems and maximizing your potential in unexpected ways. Conversations become a series of concentric circles. Each one influences the next, impacting areas not appearing connected to wealth or planning.

We seek to create The Ripple Effect with every individual we serve: we impact you so that you can impact your family, company and community in the manner to which you aspire.

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