Patty Wright
Patty Wright
Client Support Associate
There was a time when Note realized that something key was missing. There was a jungle of scheduling, paperwork, and client relations inside our office, and no one to help us navigate it. We needed a really special kind of “glue” to hold us together. We needed Patty.
As a former middle school teacher, Patty is no stranger to managing a little chaos, so her role as a Client Support Associate for Note comes naturally. She’ll be your support here at Note: the voice you’ll hear when you call, the fingers typing back a reply when you email, and the happy smile to greet you when you visit our office.
Patty moved here to Buffalo with her husband, currently serving with the Army in Niagara Falls. Be sure to say “hello!” next time you visit our office!
Latest News from Note:
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If you don’t look at it, it won’t change
Some things will never change. Certainly seems to be true when it comes to talking about, or not talking about … money. Centuries have passed since the first use of money, and yet money remains a taboo subject. A subject for many to be avoided at all costs. Conversations involving money are uncomfortable because of their……
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Divorce – a self-fulfilling prophecy of misery or salvation?
Frustration builds as your bank account bleeds… It bankrupts your patience and any remaining good sense. You probably wonder, “What the hell am I paying for?” Divorce is hard. It’s complicated, overwhelming, and heart wrenching. It’s painful, scary, intimidating, and maddening. It’s also quite costly. The pressure is on to make decisions … big decisions……
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5 Myths of Tax Planning
They say all you need to survive is food, shelter, and love. I think they forgot tax planning. It doesn’t have the kind of marketing that love gets, but it’s the most unbelievably useful financial practice you might never have heard of. Picture this: over the past 40 years you have been stockpiling savings into……
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7 Myths about Wealth Coaching
Rebel. Rescuer. Magician. You probably have an instant picture of the word and what it means. The same could be true of “wealth coach.” Problem is, most people don’t know what a wealth coach is or does … and when they find out, they either want to dive right in, or run. If you’re a……
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Happiness Is Not a Reward
“Money is the key to happiness.” Do you believe that? Be honest. As I scroll through social media, watch videos, and listen to podcasts, very few are willing to admit that money is in fact the key to their sense of happiness. Even those that regard themselves as “spiritual”, can’t or won’t admit that their……
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Resources for Inspiration
Navigating the family business landscape can feel treacherous, complicated, and overwhelming at times. Luckily, you’re not alone. Tom, Erik, and Mike have compiled their favorite resources for individuals searching for inspiration. Read Trapped in the Family Business “How do individuals get trapped in their family business? What are their options? Why don’t they just leave?……