Summit Financial, an investment advisory firm with over 40 years of experience providing market-leading, multi-family office services that empower financial advisors to accelerate growth, announced that Midway Wealth Partners has joined its network. Summit’s partnership model, Summit Growth Partners (SGP), has strategically invested in Midway, bringing its total strategic investments to 17 for the year.
Midway will benefit from Summit’s extensive network and resources, such as access to diverse investment solutions and alternative investment opportunities. The firm – which will continue to operate with its original leadership and core team – gains the support of Summit’s professional strategy team, comprising in-house attorneys, tax specialists, financial planning experts, and investment strategists. This partnership is further supported by the availability of supplemental capital provided through SGP, which emphasizes the model’s dedication to fostering long-term, collaborative success.
Midway, led by Richard Babjak, ChfC, CLU, RFC, MBA, and his partner Dennis Ryan, JD, MBA, based in the Chicagoland area, prides itself on the highly personalized approach to wealth management. Guided by a philosophy of independence and trust, Midway delivers unbiased, goals-oriented solutions for planning, growing, and wealth for clients. The firm offers comprehensive wealth management services, including financial planning, investment management, insurance solutions, trust and estate tax planning, business transition, and succession planning.
KEY QUOTES:
“Partnering with Summit marks a pivotal moment in our growth, enabling us to deepen relationships with clients and help them achieve their financial goals in new and meaningful ways. With Summit’s extensive resources and expertise, we can continue to deliver the thoughtful, customized guidance our clients trust while expanding the breadth of services we provide. This partnership gives us the tools and support to scale without compromising the high-touch, personalized service that has always been our hallmark.”
- Richard Babjak
“We’re thrilled to expand Summit’s presence in Illinois by bringing together two organizations united by a shared vision of dynamic wealth management. Richard, Dennis and the entire Midway team embody the entrepreneurial excellence we seek, delivering personalized financial solutions that go beyond asset management and forge long-lasting relationships.”
- Stan Gregor, CEO of Summit Financial Holdings
“We’re proud to have Midway join our expanding Summit Financial network. Our commitment is to empower firms like Midway with the essential tools and resources they need to better serve clients and drive business growth. With our comprehensive platform and advanced solutions, we aim to accelerate their successes and continue to set new benchmarks in wealth management.”
- Keith Soltis, ChFC, CLTC, Summit’s director of wealth management
