We’re excited to announce our expanded presence in Asheville, North Carolina, by our merger with Woodstone Monetary, LLC. Because the firm’s founding over 20 years in the past, Bay Level Wealth has supplied complete, fiduciary monetary planning, funding, and tax recommendation. With the merger, and the addition of Jacob “Jake” Sadler, CFP®, who beforehand labored with Woodstone, we are going to proceed to serve our current shoppers and develop new and lasting relationships with shoppers in every of our key markets, in addition to nationally.
Jim Kantowski, CPA, CFP® and Invoice Hufnell, CPA, CFP®, each principals at Bay Level Wealth, had the chance to fulfill with Joel Kelley, the proprietor of Woodstone and Jake Sadler, and instantly knew that they’d met a crew that very a lot shared the chemistry, competency, and tradition of Bay Level Wealth.
“Jim and I acquired off the preliminary Zoom name and each mentioned, Wow, what an amazing agency and what two nice guys to fulfill. We knew instantly it was an ideal match.” mentioned Hufnell.
“We couldn’t be extra thrilled to be a part of Bay Level Wealth,” Jake Sadler mentioned. “We knew from our first name collectively that we might make a extremely nice crew, and that our values have been carefully aligned. We stay up for being part of a corporation that tackles buyer care with an formidable, proactive, assured, and compassionate viewpoint.”
“Our shoppers should know that they will count on to be served by professionals who relate to them and perceive their distinctive monetary image,” Joel Kelley, former proprietor of Woodstone Monetary mentioned. “We selected to mix with Bay Level Wealth as a result of we acknowledged the depth and expertise of their employees. It was clearly obvious that our shoppers will probably be effectively served as a part of the Bay Level household.
Bay Level has a tradition of consumer service and skilled crew members who rigorously take heed to their shoppers and work to assist them obtain their most vital monetary objectives. We couldn’t have discovered a greater agency to information our shoppers now and into the longer term,” mentioned Kelley.
Bay Level Wealth serves shoppers all through america, with workplace places in Maryland, North Carolina, and Florida.
