Celebrating Success and Connection: Servet Wealth Management's 2024 Highlights

By Nathan Lee, CFP®, BFA

‍

As we close out another year, I find myself reflecting on the milestones and moments that made 2024 unforgettable for Servet Wealth Management. This year has been nothing short of transformative—a time of growth, learning, and deepened relationships with our clients.

We tackled new challenges, celebrated personal and professional milestones, and embraced opportunities to make a meaningful impact. From the triumphs we’ve shared with clients to the internal advancements that strengthened our practice, 2024 has been a journey of purpose and progress. Here are some of the highlights that define this remarkable year.

‍

Helping Clients Retire with Confidence

Let’s start with the heart of what we do at Servet Wealth Management: empowering our clients to achieve their financial goals and live the life they’ve dreamed about. This year, I had the privilege of helping several clients transition into retirement with confidence.

There’s nothing more rewarding than seeing years of careful planning come to fruition. Whether it was crafting personalized income strategies or walking clients through the complexities of healthcare and taxes in retirement, these moments reminded me why I do what I do.

The joy on their faces as they began new adventures—traveling, spending more time with family, or simply enjoying the freedom of choice—fuels my passion for this work. Thank you for allowing Servet Wealth Management to be part of your journey.

‍

A New Look for Servet Wealth Management Online

In today's digital age, how we communicate matters as much as the advice we provide. In 2024, we unveiled a completely redesigned website at servetwealth.com. The goal? To create a more user-friendly and visually engaging platform that better reflects who we are and how we serve our clients. We've created an online space that speaks directly to the ambitious professionals we serve.

Our new website features streamlined navigation, client testimonials, and a modern design that embodies our commitment to excellence. If you haven't had a chance to explore it yet, please do. It's more than just a facelift; it's a step forward in communicating and connecting with you.

‍

Sharing Stories: Insights from a New York Financial Planner

This year also marked a renewed commitment to our blog. In 2024, I aimed to share more stories that resonate with our clients' experiences, such as financial tips for new parents, the financial impact of long-term care, or the challenges of the sandwich generation. I’ve always believed in the power of stories—how they can inspire, educate, and empower.

Writing these blogs has been an opportunity to reflect on the themes and challenges that unite us and to offer practical strategies to tackle them. One of the most rewarding aspects of blogging is hearing from readers who say, “This really spoke to me” or “I’ve been in that situation too.”

I’m grateful to every reader who has taken the time to engage with these posts. I’m committed to continuing this journey of storytelling and sharing. I hope these posts have provided value and sparked some new ideas about what’s possible for your financial future.

‍

Stepping Into the World of YouTube

This year, I launched the Servet Wealth Management YouTube channel. If you had told me a year ago that I’d be navigating the world of video content, I would have laughed. Yet, here we are. It has been one of the year's most challenging (and humbling) endeavors.

Let me tell you, it has been a steep learning curve. From figuring out how to speak directly into a camera to wrestling with audio quality and thumbnail design, this project has stretched me in ways I never anticipated and has definitely taken me out of my comfort zone!

The hardest part? I’m so used to giving tailored, specific advice, but the nature of YouTube requires me to take a step back and focus on broader, more general guidance. It’s been an adjustment, but a rewarding one!

While the channel is still a work in progress, it’s a space where I aim to bring financial planning concepts to life in an approachable and engaging way. I ask for grace as I continue to refine this skill and learn what resonates most with viewers. If you’ve watched any of the videos, thank you for your support and feedback—it means the world to me.

‍

Celebrating the Birth of My Daughter

On a personal note, 2024 brought one of the greatest joys of my life: the birth of our daughter, Maya. Becoming a parent has given me a fresh perspective on financial planning—particularly the importance of planning for the future while savoring the present. Maya has already taught me so much about patience, love, and the beauty of small moments.

Her arrival has been a powerful reminder of why we do what we do at Servet Wealth Management. It has deepened my understanding of financial planning and my commitment to helping families achieve financial peace of mind so they, too, can focus on what matters most.

‍

Using Money as a Tool for a Meaningful Life

At Servet Wealth Management, we’ve always believed that money is a tool to help you live your best life. This year, I doubled down on this philosophy, helping clients align their financial plans with their values and priorities.

Whether it was guiding families through significant life transitions or encouraging conversations about what truly brings them joy, these moments reminded me of the power of intentionality. We continued to focus on strategies that grow wealth and create opportunities for fulfillment. Because at the end of the day, it’s not just about having more—it’s about living more.

‍

Looking Ahead to 2025

As we prepare to welcome a new year, I’m excited about what’s ahead. My goals for 2025 include continuing to enhance the ways I serve you—whether through more engaging content, innovative tools, or personalized strategies that help you reach your next milestone.

I’m also opening my calendar for a few new select clients in 2025, offering one-on-one guidance and personalized advice. If you’re ready to take your finances to the next level in the new year, now is your opportunity.

At Servet Wealth Management, we strive to be more than just financial planners—we aim to be your partners in achieving the life you envision. If you’ve been considering taking a closer look at your financial plan or exploring ways to make 2025 a turning point in your financial journey, now is the perfect time to act. Schedule a conversation with me today, and let’s chart a course for your success. Together, we’ll make this year one of growth, clarity, and purpose.

Here’s to new beginnings and continued achievements. Wishing you and your loved ones a joyful holiday season and a prosperous New Year!

‍