On February 5, 2024, Summit Financial Holdings announced its partnership with Garrett Perkins & Horton and Brad Werner & Company.
Summit Financial Holdings (“Summit”) announced that it formed a partnership with Garrett Perkins & Horton Advisory Partners (“GPH”) and Brad Werner & Company (“BWC”). Further terms of the deals were not disclosed.
Summit, based in Parsippany, New Jersey, is a registered investment advisor with several affiliated firms including Summit Financial, Summit Risk Management, Summit Advisory Services, Summit Services IT, and Summit Growth Partners. As of October 2023, Summit had approximately $2.5 billion in assets under management.
GPH, based in Birmingham, Alabama, is a financial planning firm that provides wealth management services, including investment management, tax planning, estate planning, risk and insurance advisory, and philanthropic strategies. GPH has $530 million in assets under management.
BWC, based in Valparaiso, Indiana, is a financial advisory firm that provides retirement planning, investment planning, and risk management services. BWC oversees approximately $195 million in client assets.
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