Dear Friends,
We are excited to inform you of our recent decision to join with Blank Financial Group.
As many of you know, we have decades of experience in global financial markets. Over the years, we have enjoyed helping friends and family understand the financial world but wanted to formalize and expand our educational consulting. Several years ago, we created wexYa (we explain, You act), following requests for assistance from many of our friends and acquaintances. wexYa’s focus has been on educating women and supporting them to be more comfortable navigating the financial maze. Our goal is to have women who are partners in the planning of their own financial futures. We have been successful in many ways and have loved watching women become more confident and even excited to learn.
Partially because of the continuously changing financial landscape, and partly because we found that for some women it would be more helpful if we could provide full investment services as well as education consulting, we decided to combine our expertise in global markets with an established asset management team. We considered many options and selected the one that we believe would be highly complementary to our skills, and which allows us to maintain our investment objectivity.
We are therefore pleased to announce that effective immediately we have joined with Blank Financial Group, a New York based registered financial advisory firm (http://blankfinancialgroup.com). The Blank Financial Group team has over 50 years of combined experience, and their platform provides us with the optimal combination of resources, knowledgeable colleagues in various areas including those needed for a complete financial plan, and the ability to maintain and strengthen our inclusive investment style. Whether it is investing money, retirement planning, debt management, college planning, or insurance/ will/ estate planning, by partnering with the Blank Financial team, we are excited about the expanded ability to add to our education consultancy by offering clients a broader range of products and services.
Your friends and partners,
Gail Segal Elmore and Cynthia Schollard
wexYa LLC
Blank Financial Group
216 East 45th, Street
Suite 901
New York, NY 10017
cschollard@wexya.com
wexYa.com