Cook Financial Merges with Summit Wealth Group

July 28, 2011

On June 21, 2011, Colorado-based Cook Financial Associates announced that it had merged with wealth management firm Summit Wealth Group.

On June 21, 2011, Cook Financial Associates, based in Lone Tree, Colorado, announced that it had merged with wealth manager Summit Wealth Group, forming an independent wealth management firm with an estimated $240 million in client assets under management.  Cook Financial is a wealth management firm that specializes in providing financial services to the dental industry.  Summit Wealth Group is an independently owned and operated wealth management firm which oversaw more than $190 million in client assets pre-merger.  The financial terms of the deal were not disclosed.

To read the press release, please click here.


Investment Manager M&A, Transactions