The team at Fulcrum Partners joins together in wishing you a Happy Easter weekend. Although life is very different this year, and celebrations will be marked in new and atypical ways, we hope you will not let circumstances prevent you from finding opportunities to appreciate and enjoy the Easter Holiday, Passover, and the return of spring.
Warm wishes to you and those you love,
Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through CapAcuity, LLC; Lion Street Advisors, LLC (LSF) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI, LSF and CapAcuity, LLC. are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners.
Unless otherwise noted, VAI/VSI, LSF are not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document.