I have at least 20 more years left in the tank. I want to build a legacy. I want to create a business with strong roots.

I turn 50 this year, and somehow, I feel like I’ve only just begun to tap into what is possible for me as an entrepreneur and a manager of wealth.

I suspect I’m not the only advisor who has gone through the last year and a half asking myself what I want out of my career, and whether my professional affiliates were getting me any closer to that goal. For my part, I spent decades in the wirehouse world, and I’m proud of the work I did there. But I have at least 20 more years left in the tank. I want to build a legacy. I want to create a business with strong roots.

RECENT INSIGHTS

August 4, 2026

What great leadership really looks like in practice.

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August 4, 2026

Summit Financial, a Parsippany, New Jersey-based RIA owned by Merchant Investment Management, has added two teams that managed $520 million...

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August 4, 2026

Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.

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