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Dec 1, 2023
December 1st, 2023 marks a significant milestone for us as we proudly celebrate the 20th anniversary of Summitry. It is with immense gratitude and joy that we reflect on the journey that has brought us to this remarkable moment.
Two decades ago, we embarked on a mission to provide unparalleled investment advisory services, and today, as we look back, we are filled with a deep sense of accomplishment. We recognize that this achievement would not have been possible without the trust and support of our valued clients, dedicated business partners, and exceptional group of teammates.
Your trust in our firm has been the cornerstone of our success. We are truly honored to have had the privilege of serving you over the years and contributing to your financial well-being. Your loyalty and confidence inspire us to continuously strive for excellence in every aspect of our business.
As we celebrate this milestone, we also look ahead with excitement and anticipation. The wealth management landscape is ever-evolving, and we are committed to adapting and growing to meet the needs of our clients in the years to come. With your continued support, we are confident that the future holds even greater opportunities for success and prosperity.
Once again, thank you for being an integral part of our journey. We are honored to have you as a valued client/business partner/teammate, and we look forward to many more years of shared success and collaboration.
Cheers to 20 years of building meaningful relationships!
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Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.
Chief Growth Officer