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:
-
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……
-
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……
-
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……
-
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?……
-
Four Things Every Family Business Owner Should Keep in Mind
If I’ve learned one thing from my conversations with family business owners, it’s that you are busy people. Sure, any executive faces countless hours and complex decisions. But combining that with family affairs can prove to be overwhelming at times. Through the experiences others have shared with me, a common theme emerged: the day-to-day requirements……
-
Forgiveness Drives Out Fear
It was 2008 The Great Recession was roiling the economy. The volatility of the market was upsetting everyone’s sense of well-being and life satisfaction. We were all living in a state of fear. We weren’t paying attention to account values, future projections, or financial plans. We were simply consumed with uncertainty and worry. I noticed……