2023 Season of Thanksgiving

Dear Client, 

As the Holiday Season approaches, we want to focus on our blessings at this time of year. We believe that one of our significant blessings is you, our client. We are grateful for the trust you have given us to manage your investment assets and guide you in achieving your financial goals. We take that trust seriously, with a degree of pride and with a considerable measure of appreciation.

A fundamental philosophy we try to live by is “We enrich ourselves by enriching the lives of others.” Thanksgiving is a time to put this into practice by supporting various charities that help underprivileged children, provide relief to the hungry, provide medical help for the sick, offer support services for the elderly, and provide food and shelter for neglected and abandoned animals. We have always been, and will always be, strong advocates for philanthropy in big and small ways. In partnership with clients, friends, and colleagues, we are committed to being part of a movement that creates change and enriches the lives of others. 

For the past 28 years, we have encouraged friends and clients to donate to a charity on our list, and we will match the donation up to $150.00. We regret that we cannot honor requests received after December 16.

Last year, selected non-profits received our most significant donation to date, over $40,000.00. We thank you for helping us increase our donations by 10%. We hope you can help us double that number this year!

Here are your options:

Option 1: Donate online to a charity on the attached list. Then forward your donation receipt to us by email (Hello@svwadvisors.com).

Option 2: Send us a check, made payable to any one charity of your choice from the attached list, in any amount, and we will forward your check along with our matching contribution.

Remember that some of you might be able to triple your donation. If your employer offers a corporate matching gift program, make sure you plan so that you can take advantage of that program! 

In closing, please accept our thanks for your continued confidence in us and our best wishes for a safe and joyous holiday season.

Thank you for being so supportive.

Tracy Lasecke, CFP^®                                  Scott Yang, CPA, CFP^®                             Scott Ponder, MBA, CFP^®                                                                                        

Lisa Ozaki, CFP^®                                         Monique Ruiz                                              Charles Tran