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Arax Investment Partners Acquires Summit Wealth Strategies, Broadening Reach in Midwest

Global Newswire by Notified: M&A

The firm’s high-touch, relationship-driven approach aligns with Arax’s philosophy of empowering advisory firms to remain client-focused, while providing the infrastructure, scale and resources needed to enhance the client experience and free up more time for what matters most: deepening relationships and delivering exceptional advice.

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What is Private Banking and How Does It Work?

Razorpay

The services offered by a private banker include customized wealth management plan that may include investment strategies, asset allocation, and other financial solutions. The process typically begins with an in-depth consultation to understand the client’s financial goals, risk appetite, and specific needs.