Dear Clients, Friends, and Family,
Thank you for the support and conviction of the Embrescia Wealth Management group! It is because of you, our clients, that has allowed us to become the one of the fastest growing financial firms in the Cleveland area.
Our focus this summer will be and has been implementing a new state of the art client management system called Salesforce, that will both help service our clients better and streamline our systems and operations. Salesforce in not a new technology. The world class management system is used by some of the largest firms in the world including large banks, and financial institutions. What is unique, is that a firm of our size and scope is using this amazing technology, which is not common in many boutique financial firms like ours, due to the financial obligation and the implementation. Our goal with this amazing management system is to offer world class service to our clients. It is what you deserve!
I mentioned in our last newsletter, that we added two talented financial advisors to our team both with some 35 years in our business. Tom George, from LPL and Rich Valasak from UBS both offer a wide range of financial service advise in the wealth management business.
We are proud to announce our newest addition to the team, Hazen Hornyak. Hazen spent most of his carrier with UBS and Merrill Lynch with several years of experience in portfolio management and financial planning. Hazen will be joining our team of analysts, and will be overseeing the investment strategies for the firm. In addition, he will be assisting in the implementation of our financial plans. We look forward to introducing him in our upcoming scheduled meetings with you.
Have a great fall!
Sincerely Yours,
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Michael Embrescia
President/ CEO
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A Warm Welcome To Our New Senior Analyst Hazen Hornyak!
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Hazen Hornyak joins Embrescia Wealth Management Group as a Financial Analyst. In his new role, Hazen will assist clients with comprehensive financial planning and portfolio analysis. He brings over 15 years of financial services experience to the team, most recently as an independent Wealth Advisor with Stratos Wealth Partners since 2015. Prior to his time with Stratos, Hazen worked with clients as an advisor with Merrill Lynch in Pepper Pike, OH. He also has experience as part of the management team of UBS Financial Services Inc., tasked with overseeing compliance, operations, and human resources for several Cleveland area branches. Academic achievements include a Bachelor of Science degree in biology from Allegheny College in Meadville, PA and a Master of Business Administration degree from John Carroll University in Cleveland, OH. He holds the Chartered Retirement Planning Counselor® certification, FINRA Series 7, 9, and 10 registrations with LPL Financial, Series 66 with LPL Financial and Stratos Wealth Partners LTD, and Ohio Life, Health & Variable Annuity insurance licenses. Hazen lives in Bainbridge, OH and is an active member of Christ Community Chapel in Aurora, OH. He enjoys spending time with his wife, Lesa, and daughters, Sasha and Genevieve
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Newsletter Article: Most Innovative Company Amazon
Amazon is a cloud computing giant and the largest American e-commerce company. It was founded in 1994 by
Jeff Bezos.
Originally known for selling books through its website (and later digital versions via its Kindle e-reader), Amazon has built up a customer service, inventory, and shipping empire that allows the site to offer everything from clothes to lawn furniture to janitorial supplies. It also sells digital content like movies, music, and apps. Its Amazon Web Services arm is a multibillion-dollar provider of cloud-based services for millions of business customers around the world, including government agencies and universities. And it's a major player in consumer electronics--not only by offering devices such as Fire tablets and TV boxes, but also via its Alexa AI assistant service, which made news at the CES 2017 gadget show by being built into everything from LG refrigerators to Ford cars.
Amazon is even a Hollywood player, taking home two awards at the 2017 Golden Globes. Yet the basics of Bezos's business philosophy--focusing on long-term customer loyalty over short-term profits and never-ending expansion into new businesses--have been surprisingly consistent over the years. And Amazon's obsession with efficiency explains why it's now delivering products in just two hours via its Prime Now service, and why it hopes to be among the first e-commerce companies to deploy its own fleet of drones with Amazon Prime Air, a future fleet of autonomous aerial vehicles that will deliver packages under five pounds.
In an interesting twist, Amazon has made significant investments in brick and mortar, opening its first bookstore in Seattle in late 2015 and since then expanding to 13 locations. In 2017, the company completed its acquisition of Whole Foods and in early 2018 opened an Amazon Go grocery store to the public at the company's headquarters in Seattle.
aboutamazon.com, 2018
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"Planning is bringing the future into the present, so that you can do something about it now."
--Alan Lakein
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The world is incredible and there are so many amazing opportunities available to a large percentage of kids. Believe in Dreams® is a 501c(3), non-profit organization that fulfills dreams for deserving children who are economically disadvantaged and have suffered a non-medical hardship or trauma.
Our mission is to provide a little joy and happiness to kids who have had a tough time through no fault of their own. We believe every child should have access to unique opportunities, the knowledge that their community cares for them and hope for their future.
This foundation has been tremendous for helping kids who are less fortunate or have suffered a hardship. If you or anyone you know is interested in donating or helping with this foundation please do not hesitate to contact them.
Address: 23245B Mercantile Rd Beachwood, Oh 44122
ALL entities are separate and not affiliated with LPL Financial
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The Embrescia Wealth Management
Team would like to invite you to our Fall Client Appreciation Party!
*Please find invitation below*
We hope to see you and your family there!
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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and no guarantee of future results. All indices are unmanaged and may not be invested into directly.
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Securities offered through LPL Financial, member FINRA
www.finra.org /SIPC
www.SIPC.org . Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and Embrescia Wealth Management Group are separate entities from LPL Financial.
The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution, or copying of this message is strictly prohibited. If you have received this message in error, please delete immediately.
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