May Monthly Newsletter

Welcome to our first monthly client email! I've wanted to get a series started to educate clients on current events, possible solutions to financial situations that might arise, or general company updates. To get started, I wanted to go over some of the major changes that have happened at the practice over the last year.

To begin with, and something I'm sure a lot of you are aware of, we have changed our name. Previously, we were known as Palanca and Associates, now, we are Harmony Wealth Advisors. Why the change? Firstly, we thought this new name better encapsulates what we try to accomplish with each of our clients, to bring them to a state of harmony within their financial goals. Secondly, I, Matthew Marrah, and Denice Chun became partners in the practice along with Ron Palanca. Along with the name change, we also moved our office from Dublin to Worthington, Ohio.

We have also started expanding the practice and offering new services to you, which I will share with you in the future. On the expansion part, we are looking to bring on a licensed assistant that can help us provide additional service to you, our clients, as well as grow with the practice, hopefully becoming an advisor themselves.

These are a lot of changes, but what does it mean for you? On the surface, nothing has changed, the advisor you are used to working with and have grown a relationship with continues to work with you. You might start hearing from any of us depending on the matter and our own areas of specialty. Additionally, we are actively adding new services to compliment and expand what we can do for each of you.

By Matthew Marrah

Partner

614-531-6691

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners and Harmony Wealth Advisors are separate entities. 

Trading instructions sent via email, fax, or voicemail will not be honored. There is no assurance that these messages can be retrieved on a timely basis, nor is there any sure method of confirming the customer identity. 

The information contained in this message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.