Rothschild Wealth Partners
Robert
ME
Your advisor
Margaret Ellison
Senior Wealth Advisor
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Upcoming
Annual Review
Sep 10, 2026 at 9:00 AM
In Office
Recent Updates
Your distribution strategy is in projections
Margaret’s team is running the numbers on starting distributions early. You’ll get a summary when it’s done.
Margaret is reviewing your distribution increase
Your request to raise the monthly distribution to $8,000 is under review.
Request submitted
Change Contributions or Distributions — we’ll be in touch within one business day.
Your mid-year statement is ready
Covering January through June 2026. Margaret can walk through it at your review.
Margaret has a question for you
She needs to know which accounts Tyler should be listed on before updating your beneficiaries.
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