Message from the Chairman

I'm happy to share some exciting news with you: for the second year in a row, Clermont Wealth Strategies has been named one of the five top wealth management firms in Central Pennsylvania for 2012 by the Central Pennsylvania Business Journal. We are very honored by the recognition that's based on feedback submitted by our clients, friends, and neighbors.

To compile the list, the Central Penn Business Journal conducted a poll of its readers, asking them to identify up to three companies that they felt are the best in the area of wealth management. These companies were then evaluated on several qualities, including customer service, integrity, knowledge/expertise, being proactive in their advice, meeting the client's needs, communication and overall performance.

I credit this achievement to our valuable team of employees. Every one of them has distinctive qualities that contribute to our organization's success and create rewarding experiences for our clients.

Central Penn Business Journal readers were also asked to pick the Top 25 individual wealth managers they felt are the best, and I'm happy to say that three of our advisors, Jessica Malone, Ken Norman and Charlie Robson were named to that list. We're very proud for their accomplishment, and it's wonderful to see their ongoing efforts and dedication honored in such a special way.

These recognitions show that our clients can invest with confidence – and it's a reflection on the practice of our core mission: to focus precisely on our clients' needs, goals and objectives, to create customized financial strategies for their personal success.

Again, we are honored by these independent recognitions. But most importantly, it's the opportunity we have to work with our valuable clients, partners and friends that greatly contribute to our achievements, past and present.