We're celebrating you — and we'd love for you to join us! 

We want to extend our heartfelt thanks for your patience and understanding during our recent transition from Avantax to Cetera as our Broker-Dealer. This special event is our way of celebrating you — our valued clients — and marking the successful completion of this transition. 

Bring your family and join us for an afternoon of fun at Topgolf, where you can enjoy hitting golf balls, catching up with our team, and getting answers to any questions you may have about the transition. 

If you have any questions before the event, please don’t hesitate to give us a call. We look forward to seeing you there! 

👉 Please RSVP by October 9th, 2025 by registering on our website or contacting Melina at melina.whitlock@wisdomwealthcare.com or give us a call at 336.218.9344