Summit Financial – a preeminent investment advisory firm with 40+ years of experience providing market-leading multi-family office services that enable financial advisors to accelerate growth- announced that Gateway Advisory is the latest firm to join its expanding network. This marks Summit’s 21st strategic investment since the start of 2024, enhancing its status as a premier partner for forward-thinking advisory firms seeking accelerated growth and enhanced capabilities.
Launched in 2010 and led by principals Brian Power, CFP, M.S., Jay Flamme and Glenn Blachman, CFP, CIMA, AIF, Gateway is a New Jersey-based firm with $830 million in assets under management (AUM). Known for its hands-on and integrated approach, Gateway specializes in investment advice, tax planning, risk management, estate and wealth transfer planning, philanthropy and cash flow and debt management.
Summit enables entrepreneurial firms like Gateway to blend flexibility and independence with a comprehensive multi-family office ecosystem. And this model accelerates professional growth through access to in-house attorneys, tax specialists, financial planners and investment strategists.
Gateway Advisory’s team will join Summit’s Parsippany office, ensuring a smooth integration and continued service delivery to clients.
KEY QUOTES:
“At Gateway, we believe managing wealth goes beyond investing. It’s about coordinating every aspect of a client’s financial picture to bring clarity and peace of mind. Summit provides the perfect balance of independence and support, allowing us to enhance our service offerings while preserving the highly personalized service our clients expect. Through this partnership, we can be even stronger advocates for their financial well-being, guiding them toward informed, confident decisions at every stage of life.”
- Brian Power
“The addition of Gateway builds on our record-breaking momentum and underscores our commitment to empowering entrepreneurial advisors. We are dedicated to providing advisors the tools, resources and support needed to achieve scale without compromising identity or high-touch client service. We are eager to see the future growth and success that this partnership will bring.”
- Stan Gregor, CEO of Summit Financial Holdings
“Gateway has established a remarkable reputation for fostering deep client relationships and delivering comprehensive financial planning. With Summit’s support, they now have the resources and infrastructure to amplify their impact while continuing to deliver the bespoke service their clients trust. We’re excited to see what’s next for them.”
- Keith Soltis, ChFC, CLTC, Summit’s Head of Growth and Business Development
