Crow Financial, Everest Consultants, Heritage Wealth Partners, and LPF Advisors join Summit’s expanding network to enhance client solutions, drive innovation, and boost growth. The four partner firms, ...

Summit Global Investments (SGI), an independently owned SEC-registered investment advisor, today announced the appointment of Michael Barnett as Managing Director. In this newly created executive role ...

Spada's consistent recognition as a leading financial advisor reflects Summit’s reputation for excellence and aligns with its emergence as one of the fastest-growing RIAs in the industry. With over 35 ...

We’ve distilled our experiences into insights that derive meaning from the underlying data. We’re creating experiences that help users who are approaching the wealth management process with varying ...

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 ...

PORTLAND, Ore.--(BUSINESS WIRE)--Jamie Shulman, market president of Summit Bank (OTC Pink: SBKO), today announced that Phil Czajka has been promoted to Assistant Vice President, Business Client ...

Kathryn Kienast, a project management and business development executive, has joined Summit Technology Consulting Group as executive vice president of client success for the company’s public sector ...