Comprehensive Wealth Management and Tax Planning

Summit Asset Management, Inc. is a boutique financial services firm proudly serving northern New Jersey and clients nationwide for over a decade. Founded by Vince, Diane, and Alan, our team expanded in 2022 with the addition of Alan’s son, Ryan. As an independent practice backed by LPL Financial, the largest independent broker-dealer in the United States, we specialize in personalized financial planning tailored to each client’s unique needs and aspirations. Our collaborative approach ensures that every client receives a financial roadmap designed to guide them toward their goals.

As a small, dedicated team, we offer a personal touch that sets us apart. Vince and Diane also bring their extensive tax expertise from their accounting practice, enhancing our financial planning services with valuable insights. When clients call, they connect directly with us—no 1-800 robot call centers. We’re always here, eager to address questions and provide prompt, personalized assistance whenever the need arises.

We take immense pride in the effective financial strategies we craft, finding great accomplishment in helping our clients achieve long-term success. Over the years, our commitment to individualized service has built lasting relationships with clients across the country. At Summit Asset Management Inc., we are excited to partner with new clients, leveraging our expertise to create financial plans that pave the way to work towards a secure and prosperous future.

Summit Asset Management, Inc. and LPL Financial do not offer individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.