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 ...

Michael Comstock, CFP ®, CEO of Premier Private ealth, will assume the newly created role of Head of Family Office Services ...

Summit Financial, a Parsippany, N.J.-based registered investment advisor backed by Merchant Investment Management, has taken a minority stake in Gateway Advisory, a New Jersey-based RIA with $830 ...

Just when it looked done with deals for 2024, Summit Financial made another move in the Southeast – and it's a doozy. On Wednesday, Summit announced a minority investment in Gordon Asset Management, a ...

Summit Financial, a Parsippany, N.J.-based registered investment advisor backed by Merchant Investment Management, has taken a minority stake in Gordon Asset Management, a North Carolina-based RIA ...

Summit 360 launches Basecamp Asset Management & Ascend Field Services, strengthening its role as a full-service IT asset partner. Summit 360, a leading value-added reseller (VAR) of IT hardware and ...

Two East Coast RIAs have forged new strategic partnerships to drive their growth through inorganic expansions. On Friday, Summit Financial announced has taken a stake in Genex Consulting, a $700 ...