Focus Partner Firms are transforming the landscape of wealth management.
Focus Financial Partners is at the forefront of a growing movement towards transparency and independence that’s sweeping the wealth management industry. Our partners are carefully selected based on the highest standards of excellence. Together they form a powerful network that supports collaborative relationships and the sharing of resources and best practices. Find out how the Focus partnership can help grow and invigorate your business.
Summit Financial, Layfayette, LA
Focus Partner since April 2014
“Our decision to join Focus was influenced by the depth and quality of the partnership, as well as their capabilities and resources in satisfying specific growth objectives. As a partner firm, Focus provides us with the capital and deal expertise to grow through strategic acquisitions, while still allowing us to maintain focus on our clients. We are excited to expand our reach through the addition of other like-minded broker teams and independent firms.”
— David Daniel, Managing Partner
Based in Lafayette, Louisiana, Summit Financial manages approximately $600 million in client assets. Former Legg Mason advisors, Fred Werner and David Daniel, formed Summit in 2003. The firm provides investment management and wealth management services to high-net-worth clients in Louisiana and the Greater Southeast Region.