Summit Financial Welcomes Lifetime Wealth Management to its Expanding Advisor Community
Summit Financial Holdings (“Summit”), a premier destination for independent and breakaway advisors, proudly welcomes Lifetime Wealth Management, as the newest member of Summit Growth Partners, a growing network of affiliated, independent advisors.
Located in Landsdowne, VA, Lifetime Wealth Management, led by President and CEO, Jeffrey M. Maged, CFP®, specializes in providing holistic wealth planning solutions for young professionals, families, and businesses.
According to Maged, the firm’s founder, “Lifetime Wealth Management sought a partner that would enhance their offering without sacrificing their independence.”
As a participant of Summit Growth Partners, an innovative custom capital solution that combines upfront cash monetization with equity participation as well as exclusive partnership privileges, Lifetime Wealth will adopt SummitVantageTM, an all-inclusive platform of fully integrated industry-leading services, thought leaders, and innovative technology that makes delivering elevated advice nearly frictionless.
“Our partnership with Summit lets us tap into a trove of in-house expertise, technology and support that is truly rare to find in one place from a growth partner,” Maged said. “The team at Summit provides us the tools to meet the complex financial needs of the households and businesses we serve while growing our business.”
“Our goal is to provide advisors like Jeff with the tools and resources they need to help their clients succeed. Dedicated advisors like Jeff Maged are in inspiration to all of us and we look forward to his continued success serving his clients.” said Keith Soltis, Director of Wealth Management at Summit.
“We’re proud to have cultivated a strong community of advisors eager to collaborate and share their successes,” said Stan Gregor, CEO of Summit. “Jeff is an invaluable addition to Summit Growth Partners, and we can’t wait to help him thrive and evolve in the years to come.”
About Summit Financial Holdings
Summit Financial Holdings, LLC’s affiliated firms include, but are not limited to, Summit Financial, LLC, Summit Risk Management, LLC, Summit Advisory Services, LLC, Summit Services IT, LLC, and Summit Growth Partners, LLC. As an independent financial services firm for almost 40 years through its predecessor, Summit and its affiliates are proud to continue their legacy of guiding clients toward financial success by aligning extensive experience with a forward-thinking philosophy, adapting to industry changes for the sake of best serving our clients now and well into the future. Summit Financial, LLC, is an SEC registered investment advisor established November 2018, and is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all of their investment advisory and financial planning business. With customized, holistic and hands-on advice, we turn life’s aspirations into success stories. Our financial advice focuses on individual needs and values, not industry norms. To learn more about our firms, please visit our website at www.SummitFinancial.com.
Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor doing business as Lifetime Wealth Management. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207 (“PKS”). PKS and Summit are not affiliated companies. Insurance is offered through Summit Risk Management, LLC, an affiliate of Summit Financial LLC. The Summit financial planning team includes attorneys and/or CPAs who act exclusively in a non-representative capacity. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.