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 ...

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 ...

Summit Wealth Group welcomes Chelsea Ganey, CFA as Chief Investment Officer. Ganey brings extensive experience in wealth ...