TIMELY updates
Keeping you in the loop on the latest
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Shore to Summit Wealth Management Expands Bethesda, Maryland Office; Welcomes Managing Directors Catherine Nicholas and Moshe Burstin
Bozeman, MT – March 23, 2026 -
Shore to Summit Wealth Management opens office in Minersville, PA and welcomes new partner, Mark Serrian
Bozeman, MT – November 14, 2025 -
Shore to Summit Wealth Management welcomes new partners, Generations WMG to new flagship office in St. Louis, MO
Bozeman, MT – October 16, 2025 -
Shore to Summit Wealth Management Welcomes Joe Aley as Partner.
Bozeman, MT – October 3, 2025 -
Shore to Summit Wealth Management Welcomes Taeya Lauer as Partner and Senior Wealth Advisor.
Bozeman, MT – September 15, 2025 -
Shore to Summit Wealth Management adds 700 million AUM and new flagship office in Bethesda, MD.
Bozeman, MT – August 11, 2025 -
Shore to Summit Wealth Management Welcomes Christopher K. Hutchinson as Partner and Senior Private Wealth Financial Advisor.
Bozeman, MT – July 08, 2025 -
Shore to Summit Wealth Management announces our new Partner, Kris Moos, and Client Relationship Manager, Jaclyn Moos to our Bozeman, MT office.
Bozeman, MT – May 1, 2025 -
Shore to Summit Wealth Management announces our new Partner, Candace P. Corette-Pratt.
Bozeman, MT – March 10, 2025 -
Shore to Summit Wealth Management announces our new Managing Director, Doug Davis
Bozeman, MT – October 1, 2024 -
Shore to Summit Wealth Management announces our new Managing Partner, Strategic Growth, Kenneth J. Jubert
Bozeman, MT – August 1, 2024 -
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 -
Shore to Summit Wealth Management announces new Associate Vice President and Financial Advisor joining in the Bozeman, MT location.
Bozeman, MT - June 30, 2023 -
Shore to Summit Wealth Management announces new Financial Advisor joining in the Annapolis, MD location.
Annapolis, MD - April 30, 2023 -
Industry expert joins the Shore to Summit Wealth Management team
Annapolis, MD - April 3rd, 2023 -
Experienced advisor makes the move from Ameriprise Financial to Shore to Summit Wealth Management
Bozeman, MT - November 28th, 2022 -
Shore to Summit Wealth Management announces a new location in Severna Park, Maryland with Michael Hilliard as Managing Director
Bozeman, MT - November 28th, 2022