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Stay Home, Stay Healthy

Soundmark Wealth Management would like to share a brief update with you in response to Washington State Governor Jay Inslee’s temporary “Stay Home, Stay Healthy” order.

While the Financial Services sector is exempt from this request, in the spirit of the provision and to protect our clients, ourselves and our community, we are requesting that all Soundmark employees work from home.

Soundmark Wealth Management remains up and running and there will be no disruptions in client service. However, to avoid any undue exposure for our clients and employees, all meetings will be conducted via audio or video conferencing. The Securities and Exchange Commission (SEC) has long required that investment firms have a robust “disaster recovery” plan in place in the event of unforeseen circumstances, such as the current coronavirus pandemic. Our detailed Disaster Recovery plan has allowed for a seamless transition to engage with clients in this temporary environment.

We hope that you remain healthy during this period, and we want to let you know that we are here to work with you on your financial planning issues during these challenging times. We will send updates to our daily course of business as further guidance is announced by government officials.

This information is intended to be used for educational purposes only and does not constitute a solicitation to purchase any security or advisory services. Past performance is no guarantee of future results. An investment in any security involves significant risks and any investment may lose value. Refer to all risk disclosures related to each security product carefully before investing. Soundmark Wealth Management, LLC, its advisors and its affiliates do not provide tax or accounting services. This material has been prepared for informational purposes and is not intended as tax, legal or accounting advice. Please consult tax, legal or accounting professionals for specific information regarding your individual situation.
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