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

April 18, 2024

Addition of integrated, alternative investment solutions to help advisors attract and retain high-net-worth clients, further strengthening their competitive edge

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February 5, 2024

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

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January 18, 2024

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

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