Signet Financial Management entered into a strategic partnership with Summit Financial, a preeminent national investment advisory firm managing over $24 billion in assets.

This collaboration represents a thoughtful evolution for our firm. It is designed to expand the institutional resources available to our clients while preserving the core values and independent structure that have guided us since 1988.

Unchanged leadership, elevated service 

For our clients, the day-to-day Signet experience remains consistent. Our leadership team — Eugene Yashin, Steve Tuttle, and Shawn Hirsch — continues to direct the firm’s strategy and manage your portfolios. We retain our brand, operational control, and fiduciary commitment to providing you customized wealth management.

Evolving to meet complex client needs

By aligning with Summit’s national platform, we are integrating institutional-scale resources into our boutique service model. Signet clients can benefit from:

• Advanced planning: Access to specialized teams for complex estate structuring and tax optimization strategies.
• Alternative investments: Broadened access to alternative investment vehicles.
• Custodian flexibility: In addition to Schwab and Goldman Sachs, we now offer Fidelity as an additional custodian option.
• Technological innovation: Enhanced investment research and portfolio management, including the scaling of the AI-supported Holistico platform.

This partnership helps ensure that Signet remains positioned to help you navigate your financial goals with a disciplined, data-driven perspective.

To read the full details of the announcement, please view the official press release here.