We’re pleased to welcome Great Lakes Private Wealth to the Summit Financial family! Based in Farmington Hills, MI, and led by industry veteran Daniel P. Murphy, CFP®, Great Lakes Private Wealth will become part of Summit Growth Partners.

As part of Summit Financial, Great Lakes and its clients will leverage our proven legacy elevating the advisor and client experience with world-class resources, technology and support.

“After careful and deliberate consideration of the options available, it became crystal clear to us that becoming an independent firm and partnering with Summit Financial was the only choice worth making,” said Murphy. “Summit Financial will empower us to provide an even higher level of client service that can help our clients navigate today’s ever-changing economic environment and thus, their financial lives. With Summit Financial’s approach and expertise, we couldn’t be more confident in our ability to serve our clients and scale and grow our firm.”

Click here to read more.

RECENT INSIGHTS

February 5, 2024

We’re excited to announce the addition of Garrett, Perkins & Horton Advisory Partners and Brad Werner & Company to our...

READ MORE
January 18, 2024

Baltimore County-based $300 million multi-family office joins Summit Financial to utilize its scale, resources, and integrated technology platform

READ MORE
January 10, 2024

Breaking away can result in higher take-home earnings and better tax treatment for advisors, and advantages for clients.

READ MORE