Year End Letter

December 30, 2021

As our year comes to a close, I’d like to take a moment to express my gratitude for trusting us with your business and update you on an unforgettable year at Summit Place.

While our team has been remote for the better part of two years, we’ve kept focused on our relationships with you and our commitment to helping your reach your financial goals. When COVID-19 first reached our country, our team went fully remote. We consciously decided to cease all marketing efforts and focus completely on our clients. Yet since that time, the proverbial phone has kept ringing and we have grown tremendously. In response, our team creatively developed ways to welcome new professionals while maintaining the culture that makes Summit Place and its relationships unique.

Like many of you, we looked for safe and imaginative ways to maintain our community and build relationships with our growing team. We had regular virtual social lunches, we did bead art together, we made homemade gnocchi, we learned about our top strengths, we ate together outdoors, and in the beauty of the fall we enjoyed a retreat at Skytop Lodge in Pennsylvania where we spent the afternoon together high in the treetop ropes course.

I’m proud of our growth and innovation this year, and I hope you’ve been able to see some of what I have in the development, expertise and success of the wonderful people who make up Summit Place. As we approach the end of December, it feels natural to reflect on the year, and we give thanks for the many blessings in our lives. At the same time, there is something exciting as we look ahead to a new year and a new beginning full of plans and opportunity!

We hope you enjoy the same anticipation, and we wish you a very Happy New Year full of health, happiness, and prosperity for you and your loved ones!