Special Updates: Coronavirus, The Markets and The Economy

The health, the well-being and safety of our Universal Wealth Management (UWM) and Greenwood Credit Union Wealth Advisors (GCU) communities is our highest priority.

In the face of daily uncertainties surrounding the Coronavirus (COVID-19), the markets and the economy, we are following the guidance of the World Health Organization, Centers for Disease Control and Prevention, the RI Department of Health, FINRA, SEC and our broker dealer, Royal Alliance Associates, LLC. We are taking the necessary steps to ensure that our ability to serve you remains unchanged.

Our entire senior leadership team has a formal response plan in place with the goals of keeping our employees safe and healthy and being available to meet our clients’ financial needs. As we continue to closely monitor developments surrounding the Coronavirus (COVID-19), the markets and the economy, we will continue to share our thoughts and insights with you.

We are mindful that you rely on us to conduct business and we want to assure you that we are “in your corner” - and will remain there as we navigate this uncertain course.

Our Broker Dealer Business Continuity Plans/Incident Response Capabilities are continuously tested as a matter of course throughout each year. While each incident is different, we are confident in our ability to say “it’s business as usual” – and make good on that. Our digital capabilities, flexible work capacities, and stable infrastructure are the foundation of our ongoing support. That hasn’t changed and won’t going forward as we navigate this crisis TOGETHER.

To achieve the goals of keeping our employees healthy and meeting our clients’ needs, we are aggressively cleaning our facilities, limiting business related travel and reducing in-person meetings as appropriate. Additional precautions have been enacted all with the goal of ensuing our ability to meet your needs.

Should you wish to maintain proper social distancing, you can conduct most financial transactions by conference call, mobile features and video conferencing.

We know that these are unusual times for you and your families. We are working prudently to ensure that you have continued access to all the financial services you need.

We will send out updated communications to keep you informed as circumstances continue to evolve.

We’re proud to be your partner and will continue to do everything in our power to deliver on our promise to serve you and your families in this evolving environment.

Best Regards Always,

Karen Emma

President

Universal Wealth Management

Special Updates: Coronavirus, The Markets and The Economy (May 2021)

Special Updates: Coronavirus, The Markets and The Economy (April 2021)

Special Updates: Coronavirus, The Markets and The Economy (March 2021)

Special Updates: Coronavirus, The Markets and The Economy (February 2021)

Special Updates: Coronavirus, The Markets and The Economy (January 2021)

Special Updates: Coronavirus, The Markets and The Economy (December 2020)

Special Updates: Coronavirus, The Markets and The Economy (November 2020)

Special Updates: Coronavirus, The Markets and The Economy (October 2020)