Legacy Members of The Birch Lane Group

A message to clients from former advisors Charles Seller and Michael Salvatore

What a wonderful journey it’s been.

We grew up on Birch Lane, on opposite ends of a small lake. There were willow trees, red-winged blackbirds in the reed-tops, Canada geese and goslings, frogs and turtles galore, sunfish, largemouth bass, our rowboats and our dogs, and more. Our shared love of that experience is really at the core of our friendship for all these years.

Over the years, we have been fortunate to develop a wonderful group of clients, all of you. We’ve been with you through various stages of life: your personal lives, our lives and life at large. We are proud and honored to have several third-generation clients. Fortunately, we have some skills, but mostly we have a huge respect for you and what you want to accomplish financially.

We are also honored that Tricia, Donna and Randy will keep The Birch Lane Group name. It is probably too late to teach them the pleasure of catching frogs by hand at the edge of the pond, or seeing bats fly from the willows at dusk from our boats, but we are confident that they will have your best interests at heart.

From here on out, the road goes ever on and on, as Bilbo Baggins said in “The Hobbit.” We wish you all the best.

Thank you,

Charlie & Mike

Retired