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A Message from Pat Raskob

For many years, I have had the honor of working with my valued clients, building relationships based on trust, commitment, and personalized financial guidance. I have always prioritized the long-term well-being of each of you, and as I approach a new chapter in my life, I want to ensure that your financial futures remain secure.

Although I never planned on retiring, recent health issues have led me to make the difficult decision to transition my practice. Over the years, I have carefully evaluated various firms, seeking a partner who could uphold the same values and level of care that you have come to expect from me. I am pleased to announce that BEAM Wealth Advisors, a firm I have known and trusted for many years, will be taking over the management of your financial needs.

One of the critical factors in choosing BEAM is their partnership with Charles Schwab, our trusted custodian. This collaboration will ensure minimal disruption to your accounts and services, allowing for a seamless transition. Additionally, BEAM has agreed to honor the existing fee schedule for all Raskob Kambourian clients. So your fees will remain exactly the same.

I am also happy to share that John and April, familiar faces to many of you, will remain part of the team and will be employed by BEAM. John will continue as your advisor, and he will be reaching out to introduce you to other members of the team. With this expanded support network, BEAM Wealth Advisors is well-positioned to provide even greater resources and services than we were previously able to offer.

I have every confidence that BEAM, along with John and April, will carry on the tradition of personalized, high-quality service that I have always strived to provide. I am grateful for the trust you have placed in me over the years, and I am confident that you will be in excellent hands.

Thank you for your continued support and loyalty.

Warmest regards,

– Pat Raskob