Summit Asset Management

President

973-301-2370

Vice President - Investments

Office / Operations Manager

973-301-2370

Clients we work best with:

Our clients are often planning for retirement, their children's education, and/or estate planning.

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Sharing the same mindset carries more value to our team. If your assets are important to you, then they are important to us.

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Our clients appreciate professional investment advice to help them pursue their financial goals.

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Our 3 step process is designed with a goal to best prepare you for
pursuing your ideal retirement and future financial goals.

A phone call to learn the values that shape
your decisions and what is important to you.

Schedule your call

A no-obligation meeting to put the pieces of
your financial puzzle together.

To gather data, analyze current investments
and introduce investment solutions. We call this
our BELIEVE Process.

Here we take a step back to monitor the
progress towards our goals and adjust your
financial plan as life unfolds.

We understand this is an important decision
and we want you to feel comfortable moving forward.
There is no pressure to rush.

Use the link below to learn more about our
B.E.L.I.E.V.E wealth management process.

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