Summit Financial Holdings (Summit), a leading architect of advisor success and client satisfaction for more than four decades, has announced the launch of Kyros Private Wealth (Kyros). Headquartered in Naples, Fla., this independent practice is led by William E. Clegg IV, founding partner and private wealth advisor. Formerly affiliated with UBS as The Clegg Group, Kyros represents the sixth firm in 2024 to join Summit Growth Partners (SGP), a partnership that combines cash monetization with equity participation and exclusive partnership privileges.
As part of this transaction, Kyros will become an affiliate partner of Summit, granting them access to a comprehensive suite of services that includes diversified inves
