True Partnership
You’re in Business for Yourself,
Not By Yourself.
Experience the autonomy of independence with institutional-grade resources and personalized growth support.
At Summit Global Private Wealth, we recognize that every advisor’s journey is unique. That’s why we’ve created more than just another platform—we’ve built a true partnership where you maintain your independence while gaining access to the resources, support, and culture that accelerate your success.
Why Summit Global
Our Cornerstones. Our Compass.
Platform & Resources
Institutional-Grade Resources
Access leading-edge investment research, institutional-grade asset management, and next-level planning resources that set you apart from the competition.
Culture & Community
Collegial, Growth-Driven Culture
Join a community where advisors feel valued, heard, and supported. Experience true collaboration without corporate politics.
Flexibility & Autonomy
True Independence
Maintain your entrepreneurial spirit while gaining the backing of a firm that understands your unique journey and business goals.
Compensation & Growth
Growth You Can Feel
Competitive compensation structures with transparent fee sharing, plus business development support tailored to your practice.
Where Visionaries Thrive and Legacies Begin.
If you’re ready to scale your practice with purpose and precision, this is your moment to turn ambition into impact. Turn the practice you have into the practice you’ve always envisioned — building meaningful relationships, and driving growth, influence, and enduring success.
“It took me nearly two decades to get to $25 million at my old firm. I had nearly given up on growing, then I joined Summit. Thanks to THE SUMMIT WAY, I hit $50 million in just 8 months.”
Kristi Sorensen
“I’ve known and worked with Summit Global for years. I have trust in Summit’s leadership team and investment strategies. I saw an opportunity to grow my business personally and professionally with a solid foundation and a bright future.”
Layne Jensen
“Summit Global helped us sharpen our strategy, energize our outreach, and in only 18 months we have grown our assets and revenue by 400%. The results speak for themselves.”
Amy & Bobby Brown
Outperforming the Industry.
According to Mercer Capital RIA Insights, the industry average advisor AUM growth rate in 2024 was 26%. That same year, Summit Global advisors achieved 92% growth — outperforming the industry by 66 percentage points.
In 2025, Summit Global advisors continued to grow at an exceptional pace, delivering 62% AUM growth, more than double the recent industry average. The result is a platform where advisors don’t just grow once, they grow consistently.
Support Framework
Your Partner in Improving Client Outcomes
Operational strength, marketing momentum, and long-term business evolution—fully aligned to support every dimension of your practice.
Practice Infrastructure
Efficiency That Elevates Advice
We remove administrative friction so you can spend more time where your value matters most—deepening client relationships and delivering meaningful advice.
SummitOS: Aligned by Design
Our operating system serves as a fiduciary blueprint for client engagement, keeping advisors and clients aligned around goals, priorities, values, and expectations at every stage.
WayPoint: The Power Behind Every Portfolio
A unified investment management platform that connects planning, portfolio construction, reporting, and client portals into one seamless, institutional-grade experience.
MySGI: Your Business Command Center
A proprietary account and business management hub that streamlines operations and provides direct access to our Advisor Success Team and extended support services.
Growth Acceleration
Strategic Client Acquisition
Purpose-built opportunities to broaden your reach and introduce your expertise to new clients.
We help advisors grow beyond their existing circles through approved digital lead programs, financial education events, and curated marketing campaigns designed to generate meaningful, high-quality client introductions.
- Co-branded marketing campaigns
- Digital marketing support and SEO optimization
- Referral program with existing advisor network
- Local market analysis and targeting
Client Value Optimization
Smarter insights that unlock greater value within the clients you already serve.
Through advanced technology, data integration, and portfolio analytics, we provide a more complete, real-time view of each client’s financial picture. These insights empower advisors to identify new planning opportunities, prioritize goals, and deliver more proactive, personalized guidance—driving stronger outcomes and long-term loyalty.
- Weekly market updates and research briefs
- Customizable client presentations
- Social media content library
- Thought leadership development support
Business Evolution
Your practice isn’t static—and neither is our support. As your business grows, matures, and transitions over time, Summit Global evolves alongside you, providing thoughtful guidance to support your clients, your team, and your family at every stage. From scaling to succession, we help you make confident, intentional decisions that protect what you’ve built and prepare for what’s next.
Resources designed to support every phase of your journey:
- Business Continuity: Safeguards and contingency planning to protect clients and preserve enterprise value.
- Practice Elevation: Strategic support to scale, professionalize, and unlock the next level of growth.
- Intentional Transition: Thoughtful planning as you rebalance workload, responsibilities, or ownership.
- Planned Retirement & Succession: Structured exit and succession strategies that honor your legacy and ensure continuity for clients.
Is This You?
Not for Everyone. Exactly Right for Some.
We welcome advisors who think like owners, teach with intention, invest in their communities, and never stop learning.
If this sounds like you, you’ll feel right at home.
Are You an Entrepreneur?
Where ownership, initiative, and ambition are encouraged.
Are You a Perpetual Learner?
Continuous learning is how we get better, together.
Are You a Teacher at Heart?
Because sharing knowledge is how trust is built.
Are You Community Focused?
Meaningful impact starts close to home.
