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Wealth Management EDGE

COUNTDOWN TO EDGE

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June 9 - 11, 2026
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