Summit Asset Management, Inc. of Florham Park

Summit Asset Management, Inc. of Florham Park is a wealth management firm in Florham Park, NJ. The boutique financial services firm serves northern New Jersey and clients nationwide, offering retirement planning, portfolio management, tax efficiency, education savings, risk management, Social Security planning, business ownership planning, legacy planning, and real estate planning. It holds a rating of 5.00 from the customers who have reviewed it.

The firm has served clients for over a decade and was founded by Vince, Diane, and Alan. The team expanded in 2022 with the addition of Alan's son, Ryan. As an independent practice backed by LPL Financial, the firm specializes in personalized financial planning tailored to each client's needs and aspirations. Vincent Pallitto, CPA, CFP, serves as President; Alan Becker, CRC, is Managing Partner; Ryan Becker, AAMS, is a Financial Advisor; and Diane Stafutti is Office and Operations Manager. Vince and Diane also bring tax expertise from their accounting practice, which informs the firm's financial planning work. Clients who call reach the team directly rather than a call center. The office is open Monday through Friday from 8:00 AM to 5:00 PM, with weekend appointments available.

The office sits on Columbia Turnpike in Florham Park. West Essex Park, a nature preserve, is about half a mile away, as is Brooklake Elementary School. Briarwood Elementary School is about 0.7 miles from the office, and Black Cat Ditch and Fish's Brook are nearby.

Clients describe long relationships with the firm spanning 20 and nearly 30 years, with tax preparation, retirement planning, portfolio management, long-term care setup, and life insurance among the services they use. Reviewers note that the team listens, explains options and their pros and cons, and responds promptly, and that they have referred family members to the firm.

For Morris County clients seeking retirement planning, tax preparation, and investment management from a small, independent team, Summit Asset Management pairs decades of client relationships with the personal attention of a boutique practice.