Summit Financial (SGP) Takes Minority Stakes in SEFG, Radiance Private Wealth and Silvertree

Summit Financial, through its Summit Growth Partners (SGP) partnership model, has made strategic minority, non-controlling investments in three independent advisory firms: Southeast Financial Group (SEFG), Radiance Private Wealth, and Silvertree Retirement Planning. The transactions expand Summit's nationwide advisor network and provide the firms access to Summit's multi-family office resources while allowing them to retain their leadership and autonomy.