DALLAS, Aug. 22, 2023 (GLOBE NEWSWIRE) -- Avantax ®, a leader in tax-focused financial planning and wealth management, has acquired Summit Wealth Advocates (Summit), a Minnesota-based wealth ...
Summit Financial has made strategic investments in four advisory firms that collectively manage more than $1.2 billion in client assets. Parsippany, N.J.-based Summit made the deals in collaboration ...
Summit Wealth Group, a rapidly growing independent wealth management firm, is redefining financial planning with its innovative “planning-first” approach. Initial conversations with clients begin with ...
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Summit Wealth Group Strengthens Leadership Team with Strategic Hires to Support Next Phase of Growth
Summit Wealth Group welcomes Chelsea Ganey, CFA as Chief Investment Officer. Ganey brings extensive experience in wealth management and investment strategy, most recently serving as Chief Strategy ...
Summit Financial Enhances AI-Driven Advisor Growth Platform, Extends Innovation Leadership to Better Serve Clients Fast-growing national RIA harnesses A.I. and next-generation digital tools to drive ...
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