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Thu, 05 Dec 2024 21:42:47 +0000
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Exciting News from Kevin Mix: A New Chapter for Our Family Business

Dear Valued Clients,

After over 12 years as a Managing Partner at Synergy Financial Group, I’m excited to announce a new chapter in my professional journey. As Jamie Wing expands his family business, this transition has provided me the opportunity to focus on my own family and bring my son, Aaron, into the fold. Together, we are rebranding and relaunching under a new name that reflects our vision and values: Looking Glass Wealth Management.

Our new firm will remain fully dedicated to providing you with the same exceptional service and personalized care you’ve come to expect. While our name is changing, the essentials are staying the same: all individual accounts and access to Generational Vault will remain unaffected.

We are also thrilled to announce that we have purchased a new office space to support this exciting next phase. We are now located at:

912 Centennial Way, Ste. 340
Lansing, MI 48917

In addition to the address change, we have also changed our phone numbers, our websites and our email addresses. Here are the details:

New Phone numbers:

Toll Free: 888-500-2126

Local: 517-774-9711

Websites:

www.lookingglasswm.com (Wealth Management)

Wealth Management email addresses:

For Kevin – kevin@lookinglasswm.com

For Aaron- aaron@lookingglasswm.com

For Barb – admin@lookingglasswm.com

This move is more than just a change of address, it’s an investment in the future. Owning our office on Lansing’s west side ensures long-term stability and provides ample room for growth as we continue to expand our services to meet your needs.

This transformation marks the beginning of a truly family-focused business where our values guide everything we do. We’re deeply grateful for your trust and loyalty as we embark on this new journey together. If you have any questions about this transition, please don’t hesitate to reach out. We’re here to ensure this process is as seamless as possible for you.

Thank you for being an essential part of this exciting evolution. We can’t wait to welcome you to Looking Glass Wealth Management

Sincerely,

Kevin Mix