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

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Our CEO Stan Gregor was a guest on the DealQuest podcast with Corey Kupfer to discuss how Summit has evolved...

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