COVID-19 Announcement – Update

In-Person Client Meetings 

Beginning June 1 we will resume in-person client meetings and on-site visits. Please call ahead for
an appointment and wear a mask or one will be provided. We still encourage you to contact us by
mail, phone, video, email or our online portal whenever possible.

Sharing Files 

Our online portal (https://www.clientaxcess.com), allows you to share documents quickly and securely
with us. Instruction on access and use for the portal can be requested from your Widmer Roel
professional. If you do not currently have a Widmer Roel portal, please reach out to your Widmer
Roel professional. For existing Widmer Roel portal users, please continue to use the portal you have
been using.

Office Hours

We will resume regular summer office hours from 8 am to 5 pm Monday-Thursday and 8 am to noon
on Friday.