Summer brings some temporary changes in the way many advisors work, and these can include a change of scenery, with some moving to second homes near the beach or mountains.

Charlie Dunn, managing partner at Intergy Private Wealth, a Colorado Springs-based registered investment advisor, spends more than half his summer and most of his kids’ winter break in the mountains and has “very few in-person client meetings.” Having a home office in the mountains provides the flexibility for himself and his clients, who often also spend time in summer homes.

The most popular times for the firm’s meetings are in the spring and fall, he said. “[W]e do still conduct meetings, but we kind of align our schedules with our clients,” Dunn said, noting his firm has fewer meetings during “heavy travel seasons.”

Charlie Dunn
Many of Intergy’s clients are business owners or entrepreneurs who “appreciate the convenience” of virtual meetings, according to Dunn. The firm also serves physicians, technology professionals and family foundations as well as retirees.

“Even a client who only lives 20 minutes away doesn't feel the need to drive down to the office for that, where I think pre-pandemic they would have,” Dunn said. “That's just what you did: every time you met you met in person, period. And now we don’t do that.”

Steve Schwarzbach, founder and managing partner at Icon Wealth Partners, says the summer tends to be a slower time for his Houston-based RIA firm.

Steve Schwarzbach
“I personally take some time away and continue to serve my clients, wherever I am. I've got a home on the coast,” Schwarzbach said.

Like many other firms, Icon implemented virtual meeting options. But Schwarzbach says some clients still prefer in-person meetings.

Icon, a private wealth management firm, serves high net worth and ultra-HNW families, law firm partners and business owners, some of whom have second homes in Colorado, Utah, Michigan, California and the Texas Hill Country.

“And so they [clients] will go to those homes, but we haven't had a mass exodus of people leaving their primary residences and moving to other locations, because they could,” Schwarzbach said. “It's much more of a normal pattern for us here in Texas than maybe in other parts of the country.

Pete Frantzis, director at St. Petersburg, Florida-based RIA firm Cyndeo Wealth Partners, says he mostly stays put during the summer, though he plans to spend a few weeks in his vacation home and to travel to see clients.

“[O]ne of our partners is up in North Carolina, and I think he had 12 meetings lined up on his drive up there and back.”Pete FrantzisCyndeo Wealth Partners

“We already have a handful of clients that are either at their beach homes for the summer, or in the mountains for the summer,” Frantzis said. “Matter of fact, one of our partners is up in North Carolina, and I think he had 12 meetings lined up on his drive up there and back.”

Cyndeo serves a range of clients including business owners and agricultural families and has a division specializing in the sports and entertainment fields that includes clients in the National Basketball Association, the National Football League and Major League Baseball. Though the firm conducted virtual meetings during the first part of the pandemic, Frantzis emphasized the importance of in-person meetings with clients today, particularly given today’s market volatility.

“They're seeing negative returns now since the beginning of the year, [and] you need to have that human connection and for them to see your eyes and see your lips say we're still going to be okay,” Frantzis said.

“So, you know, it's more effective when you can sit across the table and share a meal or drink or what have you and let your client see your face telling them that,” he added.

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