Summit Financial Partners with Southeast Financial Group, Radiance Private Wealth, and Silvertree Retirement Planning
Summit Financial Partners with Southeast Financial Group, Radiance Private Wealth, and Silvertree Retirement Planning
11/25/24, 2:34 PM
Location
dublinIndustry
financial services
Type
partnership
Summit Financial announced a strategic partnership with Southeast Financial Group, Radiance Private Wealth, and Silvertree Retirement Planning, with a total of 16 strategic investments for the year. The partnership will provide the firms access to Summit's expansive network, comprehensive resources, and professional strategy team, while retaining their original leadership and core teams.
Company Info
Location
dublin, ohio, united states
Additional Info
Summit Financial is a preeminent investment advisory firm with over 40 years of experience, providing market-leading, multi-family office services that empower financial advisors to accelerate growth. Summit Growth Partners (SGP) strategically invests in firms to offer comprehensive resources, investment solutions, and alternative investments, as well as professional strategy teams.