Gratitude, Reflection, and Inspiration this Thanksgiving

This Thanksgiving season, I am filled with gratitude as I reflect on the incredible journey that brought me to AssetMark in September.

From the moment I joined, I’ve been inspired by the unwavering dedication and passion of this dynamic community.

Our advisors amaze me every day with their commitment to their clients, going the extra mile to ensure they feel supported and secure in their financial futures. Hearing stories of how they’ve made a difference in their clients’ lives has been nothing short of inspiring.

Equally, I am inspired by our dedicated partners and humbled by our employees, who consistently go above and beyond to deliver exceptional service. Whether solving complex challenges or simply lending a helping hand, their dedication to excellence is what drives AssetMark’s success.

This year, we celebrated a significant milestone as GTCR acquired AssetMark, transitioning us to private ownership. This pivotal step reflects confidence in our vision and positions us for even greater opportunities ahead, guided by the same principles that have always defined us.

At our core, AssetMark’s culture is rooted in empowering financial advisors to make meaningful impacts on their clients' lives. Now, as a private company, these guiding values are more vital than ever, serving as the compass that keeps us focused on our mission.

As we gather with loved ones this Thanksgiving, let’s take a moment to reflect on all we have to be thankful for, as well as the people who continue to inspire us.