Phillips Wealth Management Client Appreciation Event

Dear Valued Clients,

I would like to take a moment to express my sincere appreciation for your continued trust and confidence. For those of you who have been with me for many years, we have navigated a wide range of experiences together—from the Dot-Com Boom and Bust and the Great Recession to market highs and lows, as well as important personal milestones such as retirements, career changes, and family celebrations. It has truly been a privilege to share in these journeys with you.

For those who are newer to Phillips Wealth Management, I look forward to building a lasting relationship and supporting you in the years ahead.

As a token of my gratitude, I am pleased to invite you to our Client Appreciation Event. My goal is to make this an annual tradition, as I never want to miss an opportunity to recognize how much you mean to me and to the firm. With several exciting recent developments—including our new name, website, and broker-dealer—this is a wonderful time to celebrate the clients who make all of this possible.

Please join us for an evening to relax and enjoy good company. You are welcome to bring a guest.

Event Details:
Date: June 18, 2026
Time: 5:30 PM (please arrive prior to departure)
Location: Wayzata Bay Charters
2 Water Street
Excelsior, MN 55331
Phone: 952-451-9001
Website: https://wayzatabaycharters.com/

Please note that seating is limited, so we encourage you to RSVP at your earliest convenience. Should the event reach capacity, we will maintain a waiting list and notify you if space becomes available.

Thank you again for your trust and partnership. I look forward to celebrating with you.

Dex