Covid-19 Response

To our clients,

We have made the decision to begin welcoming clients back to the office for meetings.  We have always prioritized the safety of our clients, and in these uncertain times, this is no different. We have adopted all CDC-recommended protocols: clients and staff must wear masks, use social distancing, and we frequently sanitize all works spaces and conference rooms. During this unique time, we are carefully monitoring the situation and we will make every effort to maintain our current client contact schedule. Clients are more than welcome to connect with us in the way that feels most comfortable to them: come to the office for in-person meetings, speak by phone, or meet virtually through GoToMeeting, Zoom, or FaceTime.  

As the situation continues to evolve, we will keep in touch with any updates or changes that may arise.  As always, please contact us at (845) 454-4110 if you have any questions or concerns.

We know that these can be frightening times, but we want to assure you that one thing you do not need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.

Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security and the Cybersecurity and Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.

DSL and our broker/dealer, LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.

While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet in person, but we can still connect and discuss any concerns you have.  

We will be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at (845) 454-4110 any time.

We are always here for you.