Summit Asset Management, Inc.

Summit Asset Management, Inc. is a Wealth Management firm in Summit, NJ, located at 30 Columbia Turnpike ste 101. The firm provides independent financial planning, retirement planning, tax preparation, and investment management to clients in Morris County and nationwide. It holds a 5.00 rating based on 1 review.

Founded by Vince, Diane, and Alan, the boutique firm expanded in 2022 with the addition of Alan’s son, Ryan. As an independent practice backed by LPL Financial, the team specializes in personalized financial planning tailored to each client’s unique needs. The firm’s collaborative approach ensures that every client receives a financial roadmap designed to guide them toward their goals. Vince and Diane bring extensive tax expertise from their accounting practice, enhancing the financial planning services with valuable insights. When clients call, they connect directly with the team rather than a call center. The professionals include Vincent Pallitto, CPA, CFP®, President; Alan Becker, CRC, Managing Partner; Ryan Becker, AAMS®, Financial Advisor; and Diane Stafutti, Office and Operations Manager.

The firm offers services including retirement planning, portfolio management, tax efficiency strategies, education savings, risk management, Social Security planning, business ownership support, legacy planning, and real estate planning. Clients have noted the team’s timely responses and the personal attention they receive. One client has used the firm for tax preparation and retirement planning for almost 30 years, while another has been a satisfied client for over 20 years. The firm emphasizes sincere care and interest in the client as a person, helping to balance financial affairs with life’s ups and downs.

The business maintains a 5.00 rating from its customers.

Summit Asset Management, Inc. combines decades of client relationships with direct access to its founding team to deliver tailored wealth management in Summit, NJ.

BizScoreAI gives Summit Asset Management a Technical score of 85 out of 100, which ensures the website is secure and readable for search engines. The firm also holds a Discoverability score of 75 out of 100, allowing AI crawlers to find every page so the business can be recommended by AI assistants.