By Jim Shellenberger, CFA, CFP®
Happy Holidays from our team at Elevate Wealth Management! Although this year had its ups and downs, one thing that never wavered is our gratitude for clients like you. We appreciate your ongoing trust in us and the opportunity to provide exceptional service. It’s always our top priority to help you feel confident in your future and prepared for whatever comes your way. Ring in this holiday season with peace and joy, knowing that we’re here to watch over your finances.
Reflecting on 2022
As we give thanks and warm wishes and celebrate the start of the new year, it’s important to reflect on all that we’ve achieved this year. It wasn’t always easy, but we have weathered the storms and we are stronger for it! Rising inflation, continued stock market volatility, and recession concerns are still on the horizon, but we have high hopes for 2023.
Whether or not you are glad to see this year go, take time to reflect on all that it has brought and the good things that have come from every victory and trial.
Looking Forward to 2023
We hope you are excited for everything the new year will bring, and we encourage you to think about what you want 2023 to hold for you. The end of the year is a great time to set new goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries and create a vision for the coming year so that you can hit the ground running in January. Enjoy some well-deserved rest and get excited for the new year!
Thank You for a Wonderful Year!
Everything our team at Elevate Wealth Management achieves as a firm is all due to you. Your loyalty brings new clients to our doors, and your trust helps us build strong relationships that last a lifetime. We hope that in serving you, we have provided your family comfort in knowing that we are here to help whenever you have questions or concerns. We understand that life changes can happen at any moment, and we want you to rest easy knowing that when you need advice, guidance, or simply someone who will listen, we’re here for you.
As we prepare to enter a new year, we look forward to continuing to help you pursue your financial goals in 2023. Here’s wishing you joy and laughter during the holiday season and a happy new year!
In the midst of the busy holiday season, remember that we’re here for you, always dedicated to providing comprehensive, top-notch services that not only help you reach your goals, but also empower you to make the best financial decisions for your life and walk toward your future with confidence.
To check in on your financial plan before the end of the year and make sure your finances are prepared for a successful 2023 and beyond, reach out to us by emailing email@example.com or calling 307.673.5675. We look forward to hearing from you!
Jim Shellenberger, CFA, CFP® is a financial advisor at Elevate Wealth Management, an independent, fee-only wealth management firm serving young professionals, pre-retirees, and retirees in Sheridan, Wyoming, and surrounding areas. With the mission of serving and educating, Jim is dedicated to providing comprehensive, top-notch services that not only help his clients reach their goals, but also empower them to make the best financial decisions for their lives and walk toward their future with confidence. Jim is known for going the extra mile, not only offering valuable knowledge in investment management as a former investment analyst, but building long-lasting relationships so he can give honest, customized advice and strategies that make an impact on their lives.
Jim has a bachelor’s degree in business administration with a minor in finance from the University of Wyoming. He is proud to be a Wyoming native and loves exploring the outdoors with his family—hiking, fishing, hunting, and backpacking. Faith is an integral part of Jim’s life, and he always looks forward to attending church on Sundays, Bible study on Fridays, and being part of his church community. He’s also an avid sports fan! Fun fact: Jim owns shares in the Green Bay Packers. To learn more about Jim, connect with him on LinkedIn.
The views expressed represent the opinion of Frontier Asset Management. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Frontier Asset Management believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. The use of such sources does not constitute an endorsement. Frontier does not have an affiliation with any author, company or security noted within. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and the Frontier Asset Management’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in securities involves risks, including the potential loss of principal. Past performance is not indicative of future results.
Frontier does not provide tax advice. Please consult with a CPA for recommendations pertaining to individual circumstances.
Elevate is the financial planning division of Frontier Asset Management. Frontier Asset Management is a Registered Investment Adviser. The firm’s ADV Brochure and Form CRS are available at no charge by request at firstname.lastname@example.org or 307.673.5675 and are available on our website www.frontierasset.com. They include important disclosures and should be read carefully. REQUIRES CUSTOM SUBMISSION CODE FROM COMPLIANCE 121322DWM061323