By Barry Steelman, AIF®
As we get older time seems to go by a little faster, and 2017 has been no exception. I’m amazed that we’re almost at the end of this very memorable year. As we approach Thanksgiving, I like to think about the things I’m most grateful and thankful for. This year, I’ve focused on six things I’m most thankful for, and I wanted to share them with you.
1. My Sons’ Health
As a dad, family means everything to me. Both of my boys had a difficult time entering this world, spending their first days in the NICU. My youngest son, now 6, was there for 56 days and arrived home with a breathing monitor due to his bradycardia, a condition where he would suddenly stop breathing at times. It was a stressful time filled with worry for my wife and me. As parents, all you want to do is protect your children, but at times I felt helpless.
This year, and every year, I’m especially thankful for my two sons who grow bigger and stronger every day. They continue to amaze and surprise me and I cherish this time I have with them as they grow up to become strong, healthy, intelligent, and kind individuals.
2. My Family and Friends
Where would any of us be without our family and friends? I’m thankful to have an amazing family and group of friends I love dearly. It’s so important to have a supportive network in life, and I’m thankful to have a wonderful one. This year, I’ve had the opportunity to form new and long-lasting memories spending time with my family and friends. My Dad recently retired and moved to Denver, and each Wednesday morning my Dad, brother and I get together for an early breakfast and share with one another what is happening in our lives. It has been a special way to stay connected.
This has been quite a year for politics and government, and it’s created a divide in this country. However, despite our Tweeter in Chief, I’m thankful that we still have freedom and a stable government. I feel very blessed to have all the men and women in our armed forces out protecting our freedoms. While recent events have been devastating and frightening, America is still a strong country offering us more freedom than most other countries.
I’m thankful I have the freedom to travel with my family, to pursue the career I’m passionate about, and enjoy the liberties and opportunities offered by this country.
Particularly during times of economic change and uncertainty, it can be an emotional and challenging rollercoaster to be a wealth manager. However, I can’t imagine having any other career. I’m thankful for the courage I had to build an independent registered investment advisory (RIA) practice. As a RIA, I am able to serve my clients in a fiduciary capacity, offer a transparent fee structure, and constantly research and remain open minded to new information and relationships that can benefit our clients.
My firm, Private Client Wealth Advisors, brings resources and relationships established over many years from across the financial services, investment management, private banking and planning world in order to provide superior service to our clients. I’m so proud of what this firm has grown to become and the amazing clients we have had the pleasure of serving.
5. Our Clients and Business Relationships
Since first founding Private Client Wealth Advisors, we’ve had the opportunity to build incredible, long-lasting relationships with clients, as well as businesses and professionals we leverage to serve our clients in a comprehensive capacity.
There is nothing more fulfilling for me than seeing my clients benefit from our relationship in some shape or form, whether they achieve a goal or feel more confident in their finances. I really enjoy being around people and building meaningful relationships. I leave the office every day proud that I helped protect a family’s livelihood or helped them implement a plan for pursuing a financial goal. It is such rewarding work and I’m thankful to have spent another year doing what I love.
6. Giving Back
Lastly, I’m thankful to be in a fortunate position where I can give back to those in need. For the second year in a row, I’m participating in Movember, an annual event where men grow mustaches in November to raise awareness of men’s health issues, including prostate cancer and testicular cancer. I hope to continue giving back to my community and supporting causes I am passionate about.
I’d love to know what you’re thankful for, as well as any financial questions or concerns you may have as we approach the New Year. Contact us by phone at 303-945-2222 or email us at firstname.lastname@example.org. I hope to hear from you.
Barry Steelman, AIF® is the Founder, Principal, Managing Partner, and Client Advocate at Private Client Wealth Advisors, a registered investment advisory firm based in Denver, Colorado. He specializes in working with individuals, families and businesses and conducting financial planning, portfolio management and retirement plan services. Along with more than two decades of experience, he is an Accredited Investment Fiduciary®, which signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Learn more about Barry by visiting www.privateclientwealthadvisors.com or connecting with him on LinkedIn.