Summit Financial Holdings (“Summit”), a financial services firm for top independent and breakaway advisors, will fuel the launch of Advocus Private Wealth (“Advocus”), an independent advisory team serving athletes, executives, and multi-generational families. Advocus becomes Summit Growth Partners’ 17th investment in less than nine months.
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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