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

May 3, 2023

A five-person team has left Wells Fargo Advisors to launch their own independent practice with Summit Financial, a Parsippany, N.J.–based...

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May 2, 2023

We’re pleased to welcome Great Lakes Private Wealth to the Summit Financial family! Based in Farmington Hills, MI, and led...

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March 28, 2023

Our CEO Stan Gregor had the opportunity to speak with Tony Sirianni on the AdvisorHub podcast.  Stan shared the uniqueness...

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