March 23, 2020

As you know, virtually all businesses in Pennsylvania have closed their physical locations. We are committed to protecting the health and well-being of our staff, our clients and colleagues. Our physical office is closed, but we have deployed our work-from-home protocol. Our staff continues to work remotely to support our clients.

We are fully operational. Our phones are functioning normally, as is our email. Please do not hesitate to communicate with us as usual, whether it relates to your investments, your tax returns or other issues.

We will continue to assist you remotely during this time:

• Our staff will be available via email, phone, conference call, etc. Do not hesitate to reach out with questions or concerns. Our professionals may be reached by calling their direct lines or our main phone number (610-889-7300) and connecting through our employee directory.
• If you have information you need to provide to us and have the resources to do so, please send the information via secure electronic transmission. If you need assistance, please contact your representative for information on that process.
• We recommend the digital method of document delivery as the most secure and timely. Non-sensitive or non-urgent communications can be sent through the U.S. Mail, but we may not be able to address it immediately. If you need to send time-sensitive information to us by means other than digitally, please contact us to discuss the arrangements.

This is an extremely fluid and unprecedented situation. We will continue to do everything we can to ensure there is little or no disruption to our services. Thank you for your understanding and patience.

In the meantime, please stay well. Our thoughts are with each of you. We wish you and your family good health.

Sincerely,

Roy M. Fairman, CPA/PFS, Managing Partner
Marianne Inforzato, CFP®, Partner
Shawn Kindt, CPA/PFS, CFP®, Partner
Doug Morisoli, CPA, CFA, CFP®, Partner