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TIMELY updates

Keeping you in the loop on the latest

Doug Davis Press Release

Shore to Summit Wealth Management announces our new Managing Director, Doug Davis
Bozeman, MT – October 1, 2024
Kenneth J. Jubert Press Release

Shore to Summit Wealth Management announces our new Managing Partner, Strategic Growth, Kenneth J. Jubert
Bozeman, MT – August 1, 2024
The Logue Financial Group Press Release

Shore to Summit Wealth Management announces a new Wealth Management Practice joining with an office in Hanover, Pennsylvania. Shore to Summit introduces Logue Financial Group: A Shore to Summit Wealth Management Partner.
Bozeman, MT – October 30, 2023
Brant Wiehardt Press Release

Shore to Summit Wealth Management announces new Associate Vice President and Financial Advisor joining in the Bozeman, MT location.
Bozeman, MT - June 30, 2023
Dan Parnes Press Release

Shore to Summit Wealth Management announces new Financial Advisor joining in the Annapolis, MD location.
Annapolis, MD - April 30, 2023
Chris Fiacco Press Release

Industry expert joins the Shore to Summit Wealth Management team
Annapolis, MD - April 3rd, 2023
Jim Hilliard Press Release

Experienced advisor makes the move from Ameriprise Financial to Shore to Summit Wealth Management
Bozeman, MT - November 28th, 2022
Mike Hilliard Press Release

Shore to Summit Wealth Management announces a new location in Severna Park, Maryland with Michael Hilliard as Managing Director
Bozeman, MT - November 28th, 2022

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Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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