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Business Wire
1 year ago
Summit Financial Welcomes Oracle Private Wealth Advisors, an All-Woman Advisory Firm, to its Expanding Network
PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial Holdings (“Summit”), a top firm for values-driven independent and breakaway advisors, today announced that Oracle Private Wealth Advisors (“Oracle”), has joined Summit Financial. Formerly known as Oracle Capital Strategies, Oracle represents the eighth firm in 2023 to join Summit Growth Partners (SGP), an innovative partnership that combines cash monetization with equity participation as well as exclusive partnership privileges. Via the transa.