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 ...

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 is expanding its portfolio of tech capabilities with a strategic takeover of an award-winning advisor tech platform. On Thursday, Orion unveiled plans to acquire Summit Wealth Systems, a ...

OAKS, Pa., May 1, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Summit Wealth Group, a fast-growing enterprise advisor practice, has selected SEI to support the firm's vision and ...

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that ...

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 ...

Parsippany, N.J.-based Summit Financial Holdings has recruited a team of advisors managing $1.9 billion in client assets in Pasadena, Calif. The team, led by managing partner and private wealth ...

PWM’s Global Wealth Management Summit gathered private banks, family offices and wealth managers together in London ...

Arax Investment Partners, which is backed by RedBird Capital Partners, has acquired Summit Wealth Strategies, a Chesterfield, Missouri-based registered investment advisor. Based in New York City, Arax ...