Summit Financial, an investment advisory firm with over 40 years of experience providing market-leading, multi-family office services that enable financial advisors to accelerate growth, announced that advisors from three firms – Southeast Financial Group (SEFG), Radiance Private Wealth, and Silvertree Retirement Planning – have joined its network. Summit’s partnership model Summit Growth Partners (SGP) has strategically invested in SEFG, Radiance, and Silvertree, bringing its total strategic investments to 16 for the year.
These firms can now utilize Summit’s expansive network and comprehensive resources to gain access to a wide range of investment solutions and alternative investments. And SEFG, Radiance, and Silvertree will benefit from Summit’s professional strategy team, which includes in-house attorneys, tax specialists, financial planning experts, and investment management strategists. Plus, SGP also offers supplemental capital to distinguished firms like these. With these minority and non-controlling stakes, SEFG, Radiance, and Silvertree will retain their original leadership and core teams, supporting continuity and autonomy.
Raleigh, North Carolina-based SEFG—led by founder and president Ed Secrest, CFP—is dedicated to providing clients with accessible, customized strategies for planning, growing, and safeguarding their wealth. SEFG emphasizes a personalized approach, providing clients with actionable steps to help them reach their financial goals and unlock lifelong value.
Led by founding partners and private wealth advisors Gautam Chhada, CFA and Randi Engelbrecht, Radiance offers comprehensive wealth management services, such as estate planning, financial planning, investments, insurance and business consulting.
Under the leadership of CEO Jason Gilsczynski, CFP, CPWA, Silvertree serves the manufacturing industry across Wisconsin, offering private wealth management services to this often overlooked demographic. And Silvertree’s distinctive approach combines local insights with Summit’s national expertise, providing clear, tailored financial solutions emphasizing security and transparency.
KEY QUOTES:
“Joining forces with Summit marks a significant milestone for Southeast Financial Group, enabling us to expand and scale efficiently while continuing to provide outstanding service to our valued clients. This partnership allows us to draw on Summit’s deep expertise and resources, all dedicated to supporting our clients’ financial success.”
– Ed Secrest
“Summit was the clear partner of choice for Radiance. This new chapter enables us to elevate our commitment to exceptional client service, providing the highest level of personalized support and innovative wealth solutions. With Summit’s extensive resources and expertise propelling us forward, we are well-positioned to help our clients achieve their financial goals with confidence.”
– Gautam Chhada
“The strategic integration of SEFG, Radiance, and Silvertree into the Summit family not only amplifies our nationwide footprint but also reinforces our commitment to invest in North Carolina, Wisconsin and the Tri-State area. This powerful expansion exemplifies our unwavering commitment to fostering exponential growth and market leadership. By leveraging Summit’s unparalleled resources and cutting-edge support systems, these firms are now poised to achieve unprecedented success.”
– Stan Gregor, CEO of Summit Financial Holdings
“We’re thrilled to welcome SEFG, Radiance, and Silvertree as pivotal additions to our rapidly expanding Summit Financial network. These partnerships underscore Summit’s ongoing commitment to empowering advisors with the resources and tools to service their clients and grow their business. Our robust platform and innovative resources are poised to accelerate their growth trajectories, enabling these exceptional teams to not only thrive but to redefine excellence in wealth management.”
– Keith Soltis, ChFC, CLTC, Summit’s director of wealth management
