A New Firm Name and Logo to Serve You Better

By Tracy Baggerly

I am so excited to announce that we have officially changed our firm name from Progressive Financial Services to Progressive Wealth Management (PWM)! We’ve also updated our logo and launched a new website, all in an effort to better serve you, our valued clients.

We believe our new name and branding better reflect our commitment to providing custom, comprehensive wealth management services to our select client base. In addition to the new look-and-feel, we have implemented several back-office improvements that will allow us to provide enhanced communication, better service and a more proactive approach.

One thing that will always remain unchanged is our unwavering commitment to helping our clients achieve their personal financial goals. We continue to remain committed to the values and core philosophies on which our firm was founded.

In addition to our new branding and enhanced client services, we recently welcomed two new team members who have greatly enhanced our ability to provide trusted, reliable service.

If you have any questions about our rebrand or any of the services we provide, please don’t hesitate to reach out!