I Give Thanks to You

—

by

Alyse Clark
in

A Thanksgiving Letter to my Investment Clients

As we enter the season of giving thanks, I want to express my gratitude for the opportunity to serve the clients who have put their trust in me to manage their assets.  I do work diligently to care for your wealth in the same manner I care for my own. You’ve enabled me the opportunity to provide the advice that I believe is right, not the advice I’d be asked to provide in support of an agenda at another investment firm. I opened my firm to gain the freedom to say what I believe is true in investing, not just what aligns with someone else’s vision or quota. In ethics studies, we are evaluated on our ability to judge not just right from wrong, but what is more right or more wrong by comparison. This is what I mean when I say that today I feel more right about the work I’m doing than at any other time in my 20-year career, and that is invaluable to me. So, this is specifically what I’m writing to express my gratitude for as we approach Thanksgiving in 2025.

Without your patronage, Northshore Wealth Management wouldn’t be the success that it is, and I genuinely thank you for your business. I know how hard you worked to build your wealth because I know how hard I worked to build mine, and it’s an honor to manage your assets for you. If you’ve inherited wealth, then someone who loved you worked very hard to build wealth for you, and I’m honored to protect their legacy.

May the ones you love surround you with warmth this holiday season, and may their well-being remind you of what you’ve worked so hard for. They are lucky to have you, as am I.

Happy Holidays to you and yours,

Alyse

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Alyse Clark is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where she is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption. The opinions expressed herein are those of the firm and are subject to change without notice. Any projections or forward-looking statements expressed herein are solely those of the author and may differ from the views or opinions expressed by other firms and are only for general informational purposes as of the date indicated. Past performance of information presented should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the
investment.

The information presented here is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. The advisor has a reasonable belief that this marketing does not include any false or materially misleading statements or omissions of facts regarding services, investment, or client experience. Northshore Wealth Management has a reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences.

Northshore Wealth Management may discuss and display charts, graphs, formulas and/or stock picks which are not intended to be used by themselves to determine which securities to buy or sell or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. Consultation with a licensed financial professional is strongly suggested.