Merger will Launch Summit Family Office Services to Meet Increased Demand from Ultra-High-Net-Worth Families Families ...

Summit-a year where the firm turned strategy into action and positioned itself for the next level of growth. Summit's enterprise expanded rapidly, with assets growing approximately 6x since 2020 to ...

Colorado Springs, Colo.-based Summit Wealth Group has acquired Premier Private Wealth, a wealth management firm with $470 ...

Summit Wealth Group paired its first acquisition with the launch of a family office unit, as CEO Randy Morris shares plans to ...

Summit Wealth Group has added a Commonwealth advisor who brings family-office expertise and $470 million in assets under management.

Summit Wealth Group ("Summit"), a growing registered investment advisor serving individuals and families nationwide, today announced two senior leadership appointments that position the firm to ...

Summit Financial has notched another deal in its growing minority-stake playbook, extending its network further into the Northeast as it takes a noncontrolling interest in a Rhode Island-based RIA ...

COLORADO SPRINGS, Colo.--(BUSINESS WIRE)--Summit Wealth Group (“Summit”), a growing independent registered investment advisory firm, announced today its merger with Premier Private Wealth (“PPW”), a ...

Summit Wealth Group, a $3 billion Colorado Springs, Colo.-based registered investment advisor backed by Constellation Wealth Capital, has brought on a former Commonwealth Financial Network advisor who ...