May 2023 – NEWSLETTER
Don Named on Forbes 2023 Best-in-State Wealth Advisors list
For the fifth consecutive year, Paramount Wealth Management Founder and President, Don Hershberger, has been named on the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional, and independent practices, was released online April 4, 2023. There were more than 39,000 nominations received, 165 were recognized in Michigan, including Don Hershberger.
WHAT YOU’LL FIND INSIDE:
- CALENDAR
- PAPER SHRED EVENT
- FRAUD PROTECTION
- CLIENT SPOTLIGHT
- JOIN US! “THE DANG Ps” IN CONCERT
- CONSTRUCTION ON BROWN ST
“It is a privilege to once again be nominated to this prestigious list and recognized as one of the top independent financial advisors in the State of Michigan and in the country. As proud as I am, this would not have been accomplished without the steadfast dedication from every single member of the Paramount Wealth Management team. The quality of service, lasting relationships, and the willingness to always go the extra mile are what the Paramount team tries to deliver each day. I couldn’t be more proud.” Don Hershberger
Calendar
May 12 – Paper Shred Event 11:30 am – 1:30 pm at our office in Jackson, MI. We will have a paper shredding truck on-site exclusively for our clients
May 29 – Our office and the financial markets will be closed for Memorial Day
June 19 – Financial markets are closed for Juneteenth
August 25 – 2nd Annual Free Concert for our clients and guests featuring The Dangling Participles
Shred Event – May 12
11:30 am – 1:30 pm
Paramount Wealth is hosting our 2nd annual Shred Event exclusively for our clients.
The Shred Truck will be in the parking lot of our office located at 420 South Brown Street in Jackson. Stop by anytime between 11:30 am and 1:30 pm and enjoy FREE paper shredding on us!
- No need to remove staples
- Cardboard, like file folders, can be shredded
- No Cardboard boxes
Use the Document Shredding Timeline and Checklist below to help you determine what you can shred and what you should keep.
Protect Yourself Against Fraud, Scams, and Identity Theft
In the past week, we have been notified by 3 clients that they have been a victim of identity theft or approached by fraudsters to divulge personal and account information. Please be aware that this remains an ongoing issue and that these scammers are active in our own community.
Click here to find out what you can do to protect yourself against fraud, scams, and identity theft.
Keep an eye out in next month’s newsletter to find out what Raymond James is doing to protect your accounts.
Client Spotlight- Ed Schimweg & Jan Vessa
Enroute to Antarctica they visited the Panama Canal, Peru, and Chile. Along with “regular” cruise ship entertainment and activities, Ed and Jan enjoyed lectures from experts in their field ranging from Jim Kennedy, former director of the Kennedy Space Center, and a man who climbed Mount Everest, to learning tips and tricks to better utilize an iPhone.
Ed and Jan traveled in February, putting them in Antarctica in the middle of the summer. It was in the low 30 degrees during their trip. There are no native people, permanent residents, or citizens of Antarctica. According to Aurora Expeditions, it is estimated that there are up to 5,000 scientists and researchers living in Antarctica during the summer (October to April) joined by some 45,000 tourists. The rest of the year the number drops to approximately 1,000 scientific staff only.
Upon arriving in Antarctica, the cruise ship anchored a mile out from land. Passengers used Zodiacs (small inflatable boats) to get to shore. Before leaving the ship, everyone had to wash their boots and have their clothing and pockets searched. This is due to concern that seeds and other vegetation in the Sub-Antarctic islands could easily be transported if clothing and boots were not thoroughly cleaned.
Ed and Jan currently reside in Arizona and have been clients for 17 years.
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The Dang Ps – Save The Date!
Join us for our second annual free concert exclusively for our clients and guests!
This year we welcome The Dangling Participles (Dang Ps), a jazzy indie-folk band who won the 2022 Lansing City Pulse newspaper’s “Top of the Town” award for Best Folk Artist/Band.
Come hang out with us on the Granary Patio at Ella Sharp Museum on August 25th from 6:30 – 8:30 pm. This is a great opportunity to bring family or friends that you want to introduce to our practice!
Light snacks and soda will be served. A cash bar will also be available.
RSVP
[email protected]
or 517-787-4444
Road Construction on South Brown Street
Two-way traffic will be maintained throughout the construction project.
If you wish to avoid the construction on South Brown, you can enter our parkinglot from Franklin Street as an alternate route.
Don Hershberger, CFP®, AIF®, CRC®, Founder and President, PWM, was named on the 2023 Forbes Top Wealth Advisor Best-in-State list.
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Paramount Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
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