Summit Financial Launches Kyros Private Wealth, Expanding its Independent Partnership Model Nationwide

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial Holdings (“Summit”), a leading architect of advisor success and client satisfaction for over four decades, today announced the launch of Kyros Private Wealth (“Kyros”). Headquartered in Naples, Florida, this newly formed independent practice is led by founding partner and private wealth advisor William E. Clegg IV, CFP®, CIMA. Formerly affiliated with UBS as The Clegg Group, Kyros represents the sixth firm in 2024 to join Summit Growth Partner