Constellation Wealth Capital completed the acquisition of a minority stake in Summit Wealth Group.

Constellation Wealth Capital, an alternative asset management platform, completed the acquisition of a minority stake in Summit Wealth Group, an independent Registered Investment Advisor (RIA) firm. Financial terms were not disclosed. “Our partnership with Summit represents a shared commitment to sustainable growth and deepening the impact they have on clients, advisors, and employees across the country,” Karl Heckenberg, Constellation Wealth Capital, President and Managing Partner.