COVID-19 UPDATE

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Halo Wealth Management will abide by all COVID-19 orders, advisories, and guidelines put in place for our office location by the State of Ohio, Cuyahoga County, or any other governmental agency. 

Currently, there are no Public Health Orders in effect for our office location and masks are not required to be worn at this time.

However, if you'd prefer that our staff wear masks during your appointment, please, just ask and we'll be happy to oblige.  We are a judgement-free zone and we'll do whatever it takes to make you feel comfortable while we're together!

Although we love seeing our clients in person, we will continue offerring our clients the following forms of virtual client service and alternatives to in-person appointments going forward:

  • Zoom/Virtual appointments

  • Phone appointments

  • Electronic signatures/paperwork

  • Secure document exchange via our client portal

  • Curbside dropoff and pickup of important documents

  • Virtual Client Events

  • Topical and Educational Webinars??

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