As SYKON Capital marks six months since our launch as an independent advisory firm, we find ourselves reflecting on this significant milestone with a deep sense of gratitude and excitement. Recently, we came across an insightful article by Tony Robbins, which posed seven critical questions that clients should ask financial advisors. This article resonated with us profoundly because, six months ago, we may not have answered these questions with the confidence we possess today. However, today’s message is not only about the questions from that article. It is about establishing what SYKON Capital truly means to us and our clients. Our firm is the culmination of decades of industry experience and a steadfast belief that the traditional financial system needs a revolutionary change. At SYKON Capital, we are committed to redefining wealth management, investment advice, and financial planning, and we firmly believe that quality financial advice should be accessible to everyone, regardless of their asset level. In the past six months, SYKON Capital has achieved remarkable growth. We have developed one of the most technologically advanced platforms in the industry, offering a suite of services that far exceeded our initial expectations. The industry's evolving landscape and our drive for consistent innovation has allowed us to break free from the traditional, profit-driven focus of much of Wall Street, and instead has better aligned our firm with what we truly enjoy – delivering genuine, client-centric advice that can make a difference for our clients and their families. Our mission is to redefine wealth management, shifting the focus from selling products to offering authentic and valuable advice. This journey is not simply about our firm, but rather involves each of you. Your continued trust and support are the cornerstones of our success. As you visit our website, you'll notice our slogan: "Inspired by You, Influenced by Experience." This encapsulates our ethos – our commitment to creating an unparalleled experience for you, our clients. When we hear feedback that working with us is refreshingly unique and exactly what you were looking for, it fuels our passion and determination to innovate and deliver even more. Every morning, we wake up driven by this mission. This journey with SYKON Capital has been the most fulfilling professional experience of our lives. Link to the full article: https://lnkd.in/eT2QGBny We also want to thank so many or our partners who have made this platform possible: tru Independence, Lumiant, DNA Behavior, Advyzon , Levitate, Pontera, Envestnet | MoneyGuide, Elements, Profit.co, Andes Wealth Technologies, Income Lab #inspiredbyyou #livingyourbestlife #team #family #innovation Stephen Ruvituso Joseph Castiglie, CFA®Shawn Teufel, Todd Stankiewicz, ChFC®, CFP®, CMT®, Julie Ackerman
Head of Platform Strategy | Envestnet
10moLumiant is so proud to be a part of the SYKON Capital journey. We ❤️ how you all engage with your clients to live their #bestlife