Going Away for the Summer? No Problem. Clients Escape, Too

June 13, 2022 by Emily Dattilo

Summer brings some temporary changes in the way many advisors work, and these can include a change of scenery, with some moving to second homes near the beach or mountains.

Charlie Dunn, managing partner at Intergy Private Wealth, a Colorado Springs-based registered investment advisor, spends more than half his summer and most of his kids’ winter break in the mountains and has “very few in-person client meetings.”

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Originally Posted at Financial Advisor IQ on June 13, 2022 by Emily Dattilo.