Wish You Were Here

One of the simple joys we’ve come to appreciate at MSB Wealth is when clients send us postcards from their travels. Chris, one of our Investment Advisors, has a standing request: when his clients retire and find themselves climbing mountains, strolling through cobblestone streets, or relaxing on a sunny beach—he loves when they pick up a postcard and send it his way. It’s a wonderful way to stay connected, and Chris truly enjoys seeing where retirement is taking them while he’s back in the office managing their portfolios.

It’s a small gesture that brings a lot of joy—and sometimes even travel inspiration. Some clients even send postcards straight to Chris’ home, where his wife and daughter look forward to seeing what new corners of the world people have discovered. So, the next time you or your family are off on an adventure, feel free to drop us a postcard or send one once you’re home. We’d love to hear about the journey.