By Richard W. Stout III and Thomas Britt
At Benchmark Wealth Management, we believe that there is more to wealth than just building it. We have a long history of community involvement and we’ve made the habit of doing good for others part of our business philosophy. We’re fortunate to be able to use our resources and our firm’s influence to make a difference in our community and, in so doing, serve as a catalyst to others. From volunteering time and expertise to making financial contributions, the impact of giving can be substantial and truly create a success that is shared.
Help For The Vulnerable
Benchmark has been a proud supporter of the Lymes’ Youth Service Bureau (LYSB) since our firm’s founding. When COVID-19 shutdowns began, we partnered with them to provide financial support for the most vulnerable residents of Lyme and Old Lyme. Funds raised ensured essential needs such as groceries, fuel, and rental assistance were met. We stand arm in arm with our community in both good times and times of need.
Supporting Our Local Therapeutic Riding Organization
Old Lyme is home to an extremely valued resource in our community, High Hopes Therapeutic Riding, providing beneficial services for those with physical, emotional, and developmental disabilities. As a sponsor of the annual High Hopes Holiday Market, one of their major fundraising events, we are grateful for the opportunity to aid them in raising awareness and funding for their vital programs.
Generosity Is Always Worth It
It’s because of your support of Benchmark Wealth Management that we can give back to our community in such impactful ways. We encourage you to think of ways you can pay it forward to those around you, especially during these trying times. If you want more information about our firm, our role in the community, or how we can help you build charitable giving into your financial plan, we’d love to hear from you. Appointments can be scheduled by calling 860-434-6890 or emailing us directly at firstname.lastname@example.org or email@example.com.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, www.adviserinfo.sec.gov/firm/160192
Securities offered by Registered Representatives through Private Client Services, Member FINRA, SIPC in the following states: AZ, CA, CT, FL, KY, MA, ME, MI, MN, NH, NJ, NY, RI, TX. (Securities-related services may not be provided to individuals residing in any state not previously listed) Advisory services offered through Benchmark Wealth Management, LLC a Registered Investment Advisor. Benchmark Wealth Management and Private Client Services are unaffiliated entities.