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Breaking Away – Not When But Where

The independent wealth management industry offers significant benefits while traditional wirehouses and banks continue to frustrate advisors by managing to the lowest common denominator, perpetuating environments of constraints, bureaucracy and limited product choices, and inhibiting the advisor’s ability to deliver exceptional experiences and grow business as they see fit. The real question is not whether to break away but who to stand alongside you as your partner for today and the long term.

Summit – Your Premier Destination

We understand the importance of this decision to break away, and we harness our deep resources and decades of experience to enable a smooth transition and position you for success. Summit delivers a fully integrated platform to manage your back-office responsibilities while providing you with access to comprehensive solutions, advanced tools and technologies, and our top-tier partners, resources and Professional Strategy Team. As a result, you can be confident you are delivering your clients the value-added experience they deserve.

Guided Independence on Your Terms

Your Future. Your Choice.

Summit offers independence tailored to your needs, including three ways to align with Summit.

1. Summit Growth Partners

A differentiated partnership opportunity1 that aligns the interests of advisors and Summit through access to strategic capital, business consultation and growth resources, including access to SummitVantageTM. Learn More

  • Simple and transparent structure aligned with your goals
  • Upfront cash payment with equity ownership stake
  • Broad range of benefits, resources and solutions to enhance enterprise value
  • Access to growth and acquisition capital
  • Direct access to consult, collaborate and strategize with senior management and industry experts at Summit and Merchant Investment Management

2. Affiliate Advisor

Scale up with sophisticated services and resources to create strong, long-term legacies and better serve your clients.

  • Advisor retains 100% ownership stake in their practice
  • Highly competitive affiliate payout
  • Access to SummitVantageTM

3. Existing Teaming Model

Join one of our industry-leading teams and leverage an existing footprint.

  • Partner with a team to streamline business, maximize growth, and serve your clients better
  • Full access to SummitVantageTM
  • Hands-on process, content, operations and personnel support
  • Options for pre-defined succession & monetization

Your Partner, Every Step of the Way

We work with you to ensure a smooth transition and help you establish the foundation of your business. After the break, we continue as an extension of your team to help streamline and optimize your business so you can focus on growth. Discover our fully integrated advisor platform SummitVantageTM.

FOUNDATION

Empowering advisors to structure their firm, optimize operations and best service clients

GROWTH

Providing consulting and technology solutions to pursue organic and inorganic growth

CREATING ENTERPRISE VALUE

Focusing on P&L optimization, succession planning, strategic capital and investment banking

No matter where you are in your firm’s development, Summit stands alongside you.