Updates About COVID-19 (Coronavirus) - Learn More

Important COVID-19 (Coronavirus) Updates

3/12/2020 - By Christina Doss

Updated 3/19/20 - As we learn more about the evolution and impact of COVID-19 (Coronavirus), we want to assure our valued clients and friends that we are monitoring the situation closely. At this time, our main concern is for the health and safety of our clients, our employees and their families.

Effective Wednesday, March 18th, Saltmarsh Financial Advisors will be operating primarily in a virtual working environment.

We are here to support you and are uniquely positioned to navigate a situation like this. Over the past several years, we have has embraced technology that allows us to provide a “work from anywhere” environment for our team while maintaining the level of quality and service our clients have come to expect. As a result, our professionals are fully equipped and trained to work remotely, and you can count on us to remain available and in communication. 

A small number of employees will work from our offices for critical functions (mail, scanning documents, etc.), but we ask that you help us leverage phone/video calls and email during this time. 

In addition to being able to serve you efficiently and effectively through remote capabilities as needed, know that we are here to help you with your own remote working environment, and have a robust team dedicated for this. Please contact Stephen Reyes, Information Technology shareholder for assistance.


At this time our office locations remain open. However, we encourage clients to use our secure online portal to submit documents electronically. Contact your Advisor to discuss the best option for electronic document submission. Alternatively, we ask that you mail or overnight documents to your local Saltmarsh office.

In-person meetings will be rescheduled with conference calls or other electronic communication tools. If you need to reschedule a meeting, please contact any member of our team


On March 18, 2020, the Internal Revenue Service released Notice 2020-17, requiring taxpayers to file their return or an extension by April 15th in order to receive the deferral of up to 90 days for payment without interest and penalties.

Update: President Trump announced on March 20, 2020, that the April 15, 2020, filing due date is extended to July 15, 2020. Learn more


Visit our COVID-19 Resource Hub for all current news, updates and information.

Please do not hesitate to reach out to your engagement shareholder, manager or contact us at investmentinfo@saltmarshfa.com if you have questions.


Christina Doss
Managing Director, Saltmarsh Financial Advisors, LLC
Shareholder, Saltmarsh, Cleaveland & Gund, PA

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