Our industry loves its buzzwords, and the term “financial quarterback” is a well-worn staple of advisor marketing campaigns. But if your business prides itself on coordinated, team-based wealth management, the next few weeks of tax change uncertainty are your chance to back up your advertising with action.

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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