An Open Letter to Our Clients, Our Team, and Our Partners
To our Clients,
As we close out 2024, we are taking a moment to reflect on all we have accomplished together. At Clear Direction Investments, our work goes beyond numbers and strategies – it is about people, shared values, and a collective commitment to building futures that align with what matters most to each of you.
This year has reinforced the strength that comes from working together toward a common vision.
Thank you for the trust you place in us each day.
Your vision drives our purpose, and we’re honored to support you on your journey. Whether you are achieving personal milestones, preserving a legacy, or preparing for the unexpected, we are here to ensure your assets reflect the life you envision.
Together, we are building not just plans but futures grounded in what you value most.
To Our Incredible Team,
Your dedication, resilience, and passion are at the core of everything we do. Each of you brings something unique to Clear Direction, from personalized client care to innovative thinking that keeps our strategies sharp and adaptable.
Thank you John K. Schonberg, Carson Stoltz , Tricia Johnsen , Benjamin Barriball , and Lauri Grovich for your hard work, your commitment to our clients, and your unwavering focus on excellence.
Because of you, we have been able to create an environment where everyone feels heard, valued, and supported.
To Our Trusted Partners at Stonebridge Capital,
We are grateful for the collaboration and expertise you bring to the table. Through your partnership, we have expanded our capabilities, delivering even greater value, support, and opportunities to our clients.
Working alongside you has enriched our services and strengthened the outcomes we are able to achieve.
Thank you for your trust, guidance, and belief in our shared mission!
As we look to the future, we are excited to build on the foundation we have set together.
Our commitment remains steadfast: to prioritize people, serve with integrity, and guide with clarity.
In the coming year, we are focused on offering even more personalized strategies, expanding our services, and fostering deeper connections with each of you.
Cheers to a future filled with purpose, growth, and shared success.
Thank you for being an essential part of the Clear Direction Investments journey.
With gratitude, Randy Stoltz
President
Clear Direction Investments
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This is for informational purposes only. Clear Direction Investments/Randy Stoltz offers securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance provided through Stoltz Financial Partners, LLC and Clear Direction Investments, LLC, both of whom are independent of CIS and CAM.