Seeking Alpha

Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax’s Employee-based Model

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 ...
Financial Advisor

Summit Invests In 4 Firms Managing $1.2B In Client Assets

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 ...
Morningstar

How Summit Wealth Built a Modern RIA Platform with ByAllAccounts

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 ...
MarketWatch

Summit Financial Names Joseph Spada, CFP(R) its 2024 Leading Financial Advisor, Marking 27-Year Streak of Excellence

Summit Financial, LLC ("Summit"), a preeminent investment advisory firm with over 40 years of experience providing market-leading technology, financial planning, insurance and wealth management ...
Business Wire

Summit Bank Welcomes Megan Moreland as Business Client Advisor

EUGENE, Ore.--(BUSINESS WIRE)--Jenny Bennett, Market President for Summit Bank (OTC Pink: SBKO), announced today that Megan Moreland has joined the Eugene & Springfield Lending team as a Business ...