Summit Wealth Group Strengthens Leadership Team with Strategic Hires to Support Next Phase of Growth
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 accelerate growth while preserving the strong sense of community that has long defined its culture. These appointments underscore Summit’s commitment to delivering better outcomes for clients and creating an advisor experience rooted in collaboration, trust, and shared values. As Summit enters its next phase of expansion, the firm is investing in leadership that strengthens its platform to support its vision to attract like-minded advisors, including those from the Commonwealth community.
