Jason Print and Chad Warrick, both Co-Presidents & CEOs at Summit Wealth Partners joined Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s comprehensive approach to financial planning.
Summit Wealth Partners is ranked #37 on RIA Channel’s 2020 Top 50 Emerging RIA List. “In what’s been a wild year, a wild couple of years, we have always used the financial plan as the anchor,” says Print on the firm’s success.
The Central Florida-based RIA aims to deliver an exceptional client experience, which centers around accessibility and proactive communication. On the investment side, Summit Wealth prioritizes consistent, risk managed investment strategies, designed to achieve long-term client goals.
RIA Channel ranked the 2020 Top 50 Emerging RIAs using a proprietary set of criteria and data. The ranking is based on both size and growth in assets reported to the SEC as of October 31, 2020. Wealth management firms with negative disclosures on their ADV Part I were excluded. Wealth management firms that were growing 30% or more over the past five years, and had total assets under management of less than $500 million were included.
RIA Database (RIADatabase.com) was used for regulatory data, growth data, organic research, and advisor surveys. We recognize these firms as leaders in their field and congratulate them on their success.