Important Coronavirus (COVID-19) Information and Resources
While the news concerning COVID-19 continues to develop, we would like to say that the health and safety of our team members, families, clients, and communities is our number one priority. We will be utilizing this COVID-19 Resource Center as a means of keeping our clients and community informed during these challenging times.
Our Whittlesey team remains fully-operational. We will continue to provide the high level of client service that our clients and community deserve and trust. We have the technology in place to continue to provide you the high level of client service you have grown accustomed to as long as needed. Our team members are equipped to work remotely. Our technology systems can be easily and securely accessed regardless of where our team members work or live.
We remain committed to continuing the high quality and timeliness of service you deserve and expect. We will be in communication regarding any modifications to this ever-changing issue. If you have any questions about how this may affect you or your business, feel free to reach out to your Whittlesey advisor.
We encourage you to send documents electronically to help protect you from any risk. You can send such files by visiting the Client Portal. If you need assistance uploading your documents to the portal, please email Whittleseyportal@wadvising.com. If you prefer to send information to us via FedEx or mail, please inform your Whittlesey advisor.