Over the last few months, our team has been pouring appreciation, encouragement, and compassion into one another. We can do this because our clients, families, and communities have also poured into us. We greet you this new year with grateful hearts and a focused vision of our path forward.
When presented with the opportunity to realign our team, we chose to revisit our mission and vision statement, as well as our core values for The Perry Group. Our vision for this year, and many years to come, is to create a remarkable wealth management experience. Our mission statement and core values will be used as guideposts to help us accomplish this vision.
Mission Statement:
We care for our clients, teammates, and community with compassion and
excellence.
Core Values:
Humility - We don’t think less of ourselves, we think of ourselves less.
Wisdom - We take our jobs very seriously, but not ourselves.
Hospitality - An engaging, approachable, hometown feel with a global perspective.
Care - Biblical values guide our actions.
I’m humbled to say that I link arms with an outstanding team that exemplifies these values. We strive to meet each opportunity or obstacle with intentional action, keeping a steady vision on the Lord for guidance.
In 2024, we hosted Michael Antonelli, a Baird market strategist, to discuss why he coined 2024 “the year of the big mistake.” Through this discussion, he outlined that the market is apolitical and thinking that it has a preferred political party is where someone would find themselves mistaken. In fact, the market prefers certainty and with the election behind us, we find ourselves optimistic toward the future.
We are happy to announce we are hosting another client luncheon on March 19th titled Estate Planning – Lessons from the Stars. We will host Chris Staples from Baird Trust Company to discuss estate planning principles explained through some well-known stars’ planning (or lack thereof!). Accompanying him will be Ross Mayfield, a client favorite from our last luncheon, to give a 2025 Market Outlook. There will be more details to come on
this!
We look forward to this year equipped with wisdom from past lessons, care in our hearts, hospitality top of mind, and humility to keep us grounded. Thank you for your continued trust in our team! The following Bible verse is one I am keeping close to my heart as I engage with my family, teammates, clients, and community in 2025:
“Don’t worry about anything; instead, pray about everything. Tell God what you need and
thank him for all he has done.” Philippians 4:6 NLT
- J. Brooke Cassady