TIMELY updates

Keeping you in the loop on the latest

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
Jim Hilliard Press Release

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

Industry expert joins the Shore to Summit Wealth Management team
Annapolis, MD - April 3rd, 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
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
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

Investment and Insurance Products are:

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

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

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.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX