Assante Team

Helping our clients
gain financial confidence


Weekly Update: April 20, 2020

Markets | Apr 20, 2020

As the COVID-19 situation continues to unfold, your Assante team remains here for you as the weeks and months progress. Let us share with you some updates on how we’ll continue providing support. 1) State of the Markets Web Calls Our brief 30 minute Zoom Web Conference Call will continue on a…

Giving Crisis New Meaning: Interview with Tom Berekoff

The COVID-19 pandemic has affected every sphere of personal, social and professional life, and the non-profit sector is no exception. In this conversation, Brad Willems interviews Tom Berekoff, Founder of tpb strategic counsel – for his perspective on how donors can respond and participate in crafting solutions to today’s challenging…

Weekly Update: April 14, 2020

Markets | Apr 14, 2020

Easter has come and gone, and this year certainly looked a little different for the Willems family, as I’m sure was the case for your family too.  Regardless, we spent some physically distanced time together, appreciated the meaning of the holiday, and took advantage of the sunshine to cross some “Spring…

Government to the Rescue: Interview with Cheryl Norton

Webcasts | Apr 9, 2020

Governments at all levels have responded in a big way to the onset of the COVID-19 pandemic, and the constant barrage of announcements can become overwhelming. In this conversation, Steve Willems interviews Cheryl Norton, Regional Vice President, Wealth Planning with Assante Private Client – for her review of the recent…