A Note from Kurt - Same Team, New Name
Over the years, you have come to know two things about Whitesell Financial Group: 1) We are dedicated to putting our client’s interests first in everything we do. 2) We continually and proactively identify ways to better serve you.
A question we often get is: “what would happen to our investments and financial planning in the event that something happened to Kurt?” And the truth is, while I feel like I could live forever, it has become clear that a succession plan is necessary to prepare for any worst-case scenario. My goal is to ensure that my clients are always properly taken care of, regardless of whether I am here.
With that in mind, I am thrilled to announce that Whitesell Financial Group, effective October 1, 2022, will become part of Summit Wealth Group, a fellow Commonwealth independent financial advisory firm. Summit is based out of Colorado, with eight other offices around the country. Summit’s team-based approach to financial services, strong values, along with its client-first focus are exactly what I was looking for in a strategic partner. This transition will equip our office with additional resources, a dedicated team behind us, and the capacity to serve you even better – and that excites me!
So, what does this mean for you?
You may be wondering what changes this may bring for you, and I assure you we are working to make this transition as seamless as possible*. We will remain at the same office with the same team in place and the same phone numbers. While our company name will change to Summit Wealth Group, you can expect the same high level personalized financial advice you have always received from Whitesell Financial Group, and it will be business as usual.
Please reach out if you have any questions, and as always, thank you for your trust and confidence in us.
Sincerely,
Kurt
- *No Changes to: Account access online, Statements, Investments, Monthly investments or withdrawals, IRA Custodian (NFS), Current fees, staff, phone numbers and address
Whitesell Financial Group is now part of Summit Wealth Group.
Rapid City, South Dakota (October 1, 2022)—Whitesell Financial Group, an independent financial planning and wealth management firm based out of Rapid City, SD, today announced it has joined Summit Wealth Group. Summit Wealth Group is an advisory firm headquartered in Colorado Springs and, with this acquisition, now has 9 locations throughout the country.
Client Login
Logging into your accounts with Whitesell Financial Group is the same as before. The username and password remain the same, however, you can now access your accounts through:
Contact Us
If you would like to schedule a meeting with Kurt and his team, we invite you to contact us through the link below.