Quarter 1 Newsletter – February 2025
It was another fantastic year at BBWA. We finished off the year with our team Christmas party at Billy’s house. The new year has started off strong with Austin completing a half marathon and working up to a full marathon in March.
Quarter 4 Newsletter – November 2024
Our thoughts and prayers are with you all in the aftermath of Hurricane Helene. We are here to support you. Please reach out to us if there is anything we can do to help.
Quarter 3 Newsletter - August 2024
Black Balsam Wealth Advisors had an exciting first half of 2024, filled with bonding and community engagement. In May, we welcomed recent graduate of Liberty University, Marcus Haws, to join our team as a Financial Planning Intern for the summer.
Quarter 2 Newsletter - May 2024
Black Balsam Wealth Advisors had an exciting Q1 and start to Q2, filled with bonding and community engagement. The peaceful retreat to Half Mile Farm in Highlands, NC allowed the team to relax and strengthen their connections.
Quarter 1 Newsletter - February 2024
2023 was a transformative and prosperous year marked by significant changes and remarkable growth. The firm successfully navigated the transition to a new office, facing the challenges of remote work while eagerly anticipating the move, and finally settling into the new space in November.