A Message to Our Clients Regarding COVID-19

We are keeping up to date on the rapidly changing COVID-19 situation. Clearly the situation remains incredibly fluid, and we at Waldron want to do our part to help yet still maintain business as usual.

We place a premium on having a strong advisor/client relationship right from the start so that we may reach our goal of simplifying life for our clients. Our team will continue to work diligently to deliver on that promise for each client we serve. We are confident in our plans and will continue to put you, our clients first, while safeguarding the health and wellbeing of our people. Our office physical office is closed in coordination with Governor Wolf’s order to close all “non-life sustaining” businesses in Pennsylvania. However, our team is working remotely to ensure there is no interruption to client service.

Our team has been preparing to ease this transition by taking the following measures:

  • We have implemented remote working arrangements, which will help protect our team by creating social distance.
  • Employees and clients are leveraging virtual capabilities, such as teleconferencing, videoconferencing and Microsoft Teams is being used more to collaborate across our locations.
  • Additionally, we have established and tested our protocols with our custodian partners to ensure there is no interruption of service.
  • We have asked employees who have been in high-risk areas to observe appropriate quarantine periods.

Again, we have taken these precautions to protect the health and safety of our Waldron family and our clients. The environment is changing quickly, so please watch for any updates if we modify our plans.

If you have any questions, concerns, or if we can be of assistance to you as you navigate this changing environment, please never hesitate to contact your Waldron team or any of the partners or leadership in our firm.

John WaldronCEO and
Matthew HelfrichPartner and
Bob WychePartner and Managing
Michael KrolPartner and Head of Wealth
Benjamin GreenfeldPartner and Chief Investment
Ryan FortierPartner and Chief Operating
Bill WinkelerManaging Director –
Casey RobinsonManaging Director – Wealth
Melissa LambTeam Lead – Client

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