Press Release: Summit Financial Resources : Summit Financial Accelerates Strategic Growth With Stake in $700M Genex Consulting Partnership

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial ("Summit"), a preeminent investment advisory firm, in collaboration with Merchant Investment Management, LLC ("Merchant"), today announced that Genex Consulting ("Genex") has joined its network, marking Summit's first investment of 2025. This collaboration highlights the strength of the Summit-Merchant partnership as they take a stake in Genex, a $700 million wealth management firm. As Summit approaches $20 billion in assets under advisement,