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 Financial, a preeminent financial planning and wealth management firm, today recapped a historic year of strategic execution and growth in 2025, while outlining ambitious plans to accelerate ...

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 ...

Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced today a definitive agreement to acquire Summit Wealth ...