TIMELY updates
Keeping you in the loop on the latest
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Shore to Summit Wealth Management announces a new location in Severna Park, Maryland with Michael Hilliard as Managing Director
Bozeman, MT - November 28th, 2022 -
Experienced advisor makes the move from Ameriprise Financial to Shore to Summit Wealth Management
Bozeman, MT - November 28th, 2022 -
Industry expert joins the Shore to Summit Wealth Management team
Annapolis, MD - April 3rd, 2023 -
Shore to Summit Wealth Management announces new Financial Advisor joining in the Annapolis, MD location.
Annapolis, MD - April 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 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