BFG Wealth and Canon Capital Wealth Management have joined Summit Financial.
In addition, Summit’s innovative partnership model Summit Growth Partners (SGP) has made a strategic investment in both BFG and Canon.
This marks SGP’s 12th and 13th strategic investments this year. These strategic partnerships mark a significant turning point for both BFG and Canon.
“We are thrilled to welcome BFG and Canon to the Summit family. These new additions continue to expand our nationwide footprint, and we are excited to support their growth and success,” said Stan Gregor, CEO of Summit Financial Holdings.
BFG has attracted nearly $190 million in assets under management (AUM) to date, and Canon has accrued more than $280 million in AUM to date.