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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

Summit Financial

Profile

Summit Financial is a preeminent wealth management firm with a 40+ year legacy of success and is one of the fastest growing RIAs in the country. Summit provides a fully comprehensive platform consisting of a professional strategy team of tax attorneys, credentialed investment team and complete insurance services to support advisors and their clients. Along with our capital partner Merchant, Summit offers a fully aligned minority investment partnership as well as capital to support inorganic growth. For more information on how we can help you grow, e-mail info@summitfinancial.com

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  • RIAs 2030: Navigating the Path to Tomorrow

    9:45am