As we approach the end of the year, all of us at Wilkinson Wealth Management want to take a moment to extend our deepest gratitude to each of you. This past year has been one of remarkable transformation for our firm as we transitioned from LPL Financial to Cetera Wealth Services in July. Your unwavering patience, understanding, and trust during this significant change have been invaluable, and we are sincerely grateful for your support.
We recognize that navigating such transitions can be challenging, and we genuinely appreciate your continued loyalty as we adapt to this exciting new chapter. Your confidence in us has uplifted our spirits and driven us to deliver the highest level of service.
Growing With Purpose
This year has also seen some changes in our team. While such transitions can be difficult, we are thrilled to welcome talented new members who share our dedication to you, our valued clients. Their fresh perspectives and expertise enhance our capacity to provide you with even more meaningful service.
As we look forward, our focus is on growth—not just as a firm, but in fostering deeper, more rewarding relationships with each of you. We are committed to delivering exceptional care and attention as we help you navigate your financial goals. Our team is enthusiastic about the opportunities ahead and remains devoted to supporting you with the highest degree of diligence and care.
Our Commitment to You
We are here for you every step of the way. If you have any questions or need assistance during this transition, please do not hesitate to reach out. Your trust is our greatest asset, and we are excited to embark on a prosperous New Year together.
Wishing you and your loved ones a joyful holiday season and an abundance of happiness in the New Year!
Sincerely,
Susan, Bryan, and the WWM Team
About Susan
Susan Wilkinson is the founder and managing partner of Wilkinson Wealth Management. With over 25 years of experience, she is passionate about supporting and guiding clients as they work toward their financial goals. She is known for building long-term relationships with her clients, digging deep into their values, concerns, needs, and goals so she can build a financial plan tailored to their unique life.
Susan is also a CERTIFIED FINANCIAL PLANNER® professional and has an MBA from Webster University and a Bachelor of Liberal Arts in Economics and Sociology from the University of Mary Washington. When she’s not serving clients, you can find Susan outside, either gardening, biking, or hiking. She’s a homebody at heart who loves music, especially playing the piano and cello. One of her favorite things to do is spend time with family, including her husband, Terry, her children, and grandchildren.
This article was prepared for Susan Wilkinson’s use.