Office Reopening

We couldn’t be happier to share that Heritage Financial is preparing to formally reopen our offices!

Offices reopening

As you know, the State of Massachusetts’ updated guidance has allowed for a broader reopening of our state’s economy and the easing of remaining COVID-19 restrictions as of May 29th. In line with this updated guidance, we will be welcoming back our employees and those clients that want to meet in person at either our Westwood or Woburn offices beginning Monday, August 2nd.

While we are all excited to get back together, the reality is that many of our employees have appreciated and thrived in an environment where they had the flexibility to work remotely when needed or desired. As a result, the reopening of our offices comes with a new hybrid work policy for our employees that offers a greater degree of flexibility in terms of working remotely at least part of the time. We are confident that this new policy will continue to allow us to provide the highest level of service to our clients and partners, just as we have over the past 18 months.

Here are a few things we want to share with you about coming into our offices after August 2nd:

Consistent with the state’s guidance on masks and social distancing, we won’t be requiring vaccinated employees or visitors to wear masks or stay six feet apart once we are back in the office beginning August 2nd. That said, employees and visitors are welcome to wear a mask if they feel more comfortable doing so. Likewise, we have encouraged, but not required, our staff to get vaccinated. Please keep this in mind if you are considering meeting in person but have some reservations about interacting with the public.

If you have your next meeting scheduled with us already, you’ll be receiving communication from us to discuss whether you would like to change that meeting to an in-person one at our offices. This is completely up to you. We are happy to meet you in person at the office or via Zoom, whichever you choose. As we set meetings going forward, you’ll have the opportunity to choose whether you want to meet in person or virtually.

This is an exciting step in the process of getting back to normal – even if it is a new normal. The past 18 months have been unprecedented. Please know how much we have appreciated your continued confidence through all the ups and downs of the last year and a half. We are excited to start looking toward the future, and we can’t wait to see you in person very soon.

If you have any questions, please don’t hesitate to reach out to your Wealth Management team.

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