Jon Courtney and Dru Brooks of Village Wealth Advisors in Westlake Village meet with their clients to react to the collapse of Silicon Valley Bank and Signature Bank. Dru Brooks walks their clients through the cause and timing of the banks' failure while Jon Courtney helps their clients understand the impact on their portfolios, their cash, what response to expect from the FED during their March meeting. Jon also helps his clients understand whats going on with Charles Schwab and TD Ameritrade as custodians of their investment assets.
At Village Wealth Advisors, we help clients develop a plan for living followed by a plan to fund it. From financial planning to investment management, during stable or unstable markets….our expertise will help you live worry free.
"All opinions and estimates constitute Village Wealth Advisors’ judgment as of the date of this communication and are subject to change without notice. Village Wealth Advisors does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other investments."