Wealth and Asset Management
Summit Financial invests in Ivy Wealth Management
Summit Financial has announced a minority-stake investment in Ivy Wealth Management, a registered investment adviser (RIA) based in West Warwick, Rhode Island, US. Ivy Wealth Management, founded in 2010 by Brad Ingegneri, serves high-net-worth families and business owners across the Northeast US. This transaction brings over $500m in client assets…
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