A year after they broke away from Merrill Lynch, Ohio advisors Steve Vujevich and Matt Anderson are starting anew.
The Columbus-based duo has set up a new solo practice, Advocus Private Wealth, which is minority-backed by Summit Growth Partners, a serial minority investor in RIAs.
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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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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Our CEO Stan Gregor had the opportunity to speak with Tony Sirianni on the AdvisorHub podcast. Stan shared the uniqueness...
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