A conversation with Monish Verma, Managing Partner, Vardhan Wealth Management

Monish describes what is an incredibly instructive journey, starting with the thought process when considering change, on through to due diligence and decision-making, and ultimately how his choice to go independent is resonating today.


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...

March 28, 2023

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