Community

Norwich Wealth Management knows the importance of giving back to the community.  We constantly look for ways to support local organizations and events.  Our financial advisors sit on various boards that serve Norwich and Chenango County.  We pride ourselves on being involved with youth to make sure the future stays bright.

If you have an event or organization that would like our support please don’t hesitate to contact us.


Fall 2024

  

  

The team here would like to congratulate our colleague Dominic Shea, Managing Principal, Senior PIM Portfolio Manager  for completing the Appalachian Trail this month!  Dominic started his journey in Georgia in March earlier this year.  He has endured inclement weather, and physical setbacks, but his determination and dedication has seen him through it!  We couldn’t be more proud of him as colleagues and friends.  We can’t wait for him to clean up and get a suit on and get back to the office!  If you see him or talk to him, congratulate him on a job well done!  A lifelong achievement!


Summer 2024

 

On Tuesday March 26th Norwich Wealth Management was proud to be a sponsor for the first Annual Chenango County Women’s Leadership Conference which was hosted at the Canasawacta County Club in Norwich, New York. The event was attended by over 185 women from around the county. Marci Lauren Riddell, Financial Advisor, Branch Manager, Vice President, Partner, participated in the “Women in Wealth” Panel. The day was filled with women from various backgrounds sharing their knowledge and experiences. The event was such a success it will be hosted again next year taking place Tuesday March 25th, 2025.


Winter 2024

careerday1   careerday2

On Friday, January 12, 2024, Financial Advisor and Partner Greg LaMonica spoke at Oxford High School for its annual Career Day. He was able to share what he does as a financial advisor and answer any questions the students had for him regarding his profession. Greg stated, “I have had the privilege of participating twice now in this event and I feel honored.  It’s a gift to spend time and to teach the kids about the financial industry and personal finance in general. Investing time in our younger community members is priceless.”


Spring 2023



Norwich Wealth Management donated funds to support the Norwich/Oxford Little League this season.  The picture above is Team Pizzhut (red) with Greg LaMonica, Vice President, Partner as Assistant Coach squaring off against Team American Legion Post #189 (purple) with Brandon Foulds, Client Associate as the Assistant Coach.

Transcript
Norwich Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, DC, FL, GA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX