Periscope Wealth Management is transitioning into two independent advisory firms. As part of this transition, the Periscope Wealth Management name will be retired.

This change is organizational only and does not affect client accounts, investments, or advisory relationships.

What Is Not Changing

• Your accounts are not moving
• Your investment advisory agreements remain in effect
• How your money is custodied and managed does not change
• Your advisor and service team remain the same
• No action is required on your part

Clients will continue working with the same advisor under an independent firm name. If you have any questions, please continue to contact your advisor or service team as you normally would.