Broker Check

Expertise through Experience

The Principals of the Summit Asset Management team are what differentiate us from other investment advisory firms. Vince and Alan work as a team to assure clients that they will have the most tax-efficient financial plan for every phase, including accumulation, preservation and transfer of wealth.

Vince Pallitto, President of Summit Asset Management, has a Masters of Science in Taxation and, as a practicing CPA, has been providing tax-efficient financial advice since 1990. Vince is a CERTIFIED FINANCIAL PLANNER™ Practitioner. In addition, Vince is a CERTIFIED DIVORCE FINANCIAL ANALYST. He is also frequently featured in the “Biz Brain” and “Get With The Plan” columns in the Business section of The Star-Ledger. Vince provides the Summit Asset Management team with the unique benefits of his in-depth knowledge of tax-efficient strategies for college planning, retirement planning, and estate planning.

Alan Becker graduated from Gettysburg College in 1984 with a Bachelor of Arts in Business Administration. After spending several years in the banking industry, he began his career in 1991 as an Associate at Madison Financial Group with a focus on insurance and estate planning. In 1993 he joined Marketing One Securities, eventually joining First Union Brokerage Services as a Financial Advisor, continuing in that role through several mergers, eventually leading to his career at Wells Fargo Advisors. In 2009 Alan earned the certification of CRC (Certified Retirement Counselor), specializing in income and retirement planning for senior citizens. In that same year, he also became First Vice President at Wachovia Securities.

With over 20 years in the wealth advisory business, Alan brings a depth of knowledge and experience in investment advisory services, retirement income planning and wealth management. His dedication to meeting the needs of his clients has been the cornerstone of his career.