Independent Financial Planning | Summit Asset Management, Inc.

Independent Financial Planning Services

Simplify your finances with an expertly crafted financial plan

and award yourself the financial confidence you deserve.

What we do

Empower confident financial decisions.

Goal-fulfilling financial decisions are determined by precise and thoughtful planning made today. We are confident in delivering tailored guidance aligned with our clients' unique aspirations.

Hear from our clients:

"I have referred them to multiple family members."

I have been using Summit Asset Management for my tax preparation and retirement planning for almost 30 years. Vince has always taken the time to listen to my financial needs, offer me various options, and explain the pros and cons. Anytime I have called Vince or Diane they have gotten back to me in a timely manner. I am so confident with Summit Asset Management handling my taxes and investments that I have referred them to multiple family members.

- Liz F

"I've had nothing but a positive experience!"

Ever since I started investing with Summit Asset Management with Ryan as my advisor, I’ve had nothing but a positive experience! Right from the start Ryan has helped me with my portfolio tailored specifically to me and has been very vocal about how my funds are looking, and always keeping me informed! I am a young guy and was fairly new to investing when I came across Summit Asset Management, and Ryan really took the reins with teaching me along the way. If you are looking for a financial advisor, look no further!

- Jimmy K

"Sincere care, understanding, compassion, and interest in you as a person."

I have been a satisfied and grateful client for over 20 years. During that time, we all experience major life changes, some of which are good, while others are devastating. Vince and his team have walked and guided me every step of the way, and always made life easier for me. Yes, they manage my portfolio, prepare my tax returns, help me have a solid retirement plan, and even set up long-term care in the event I need it, as well as life insurance. However, many firms can offer the same services, but what makes Vince and his team stand out is the way in which they manage your financial affairs to balance your life during the ups and downs, not only of the market but of life. Their sincere care, understanding, compassion, and interest in you, as a person, surpass any professional experience I have encountered.

- Maryann K

"Provided a financial roadmap so we could retire."

My wife and I were introduced to Vince Pallitto over 10 years ago by a financial columnist writing about retirement assets. We were nearing retirement and needed financial advice. We were unsure about whether we had sufficient assets to achieve the retirement of our dreams. Vince was very patient and knowledgeable and provided a financial roadmap so we could retire. We have been traveling and enjoying retirement ever since.

- Bill D

These statements are a testimonial by a client of the financial professional as of 09/26/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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