Summit Financial, an investment advisory firm offering integrated wealth management and planning services, in collaboration with Merchant, has announced the addition of Signet Financial Management, a $1.2 billion New Jersey–based registered investment adviser, to its platform.
Signet, founded in 1988, is one of the largest RIA firms to join forces with Summit. Led by principals Eugene Yashin, Steve Tuttle and Shawn Hirsch, the firm has offices in New Jersey, Virginia and Florida. Signet advises families, individuals and business owners on comprehensive financial planning and investment management.
This latest partnership reinforces the depth and breadth of Summit’s platform as a growth engine for advisory firms and its commitment to helping advisers and their clients achieve better outcomes. Signet joins SRM Private Wealth and Gordon Asset Management as the latest $1 billion and more advisory firm to join forces with Summit.
Merchant, a New York City–based
