Summit Asset Management, Inc.

Summit Asset Management, Inc. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Summit Asset Management is a boutique wealth management firm that provides tax efficient, personalized financial planning for individuals, families and corporations. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.FINRA.org www.SIPC.org

For a list of states in which I am registered to do business, please visit www.summitasset.com

There are benefits and limitations when you decide to donate stock. Learn more from our message.
06/03/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.
05/27/2026

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

Here are a few key factors to consider when naming an executor for your estate.
05/20/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
05/13/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
05/06/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
04/29/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
04/22/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

Health-care coverage (including Medicare) typically does not cover extended medical care.
04/15/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

When considering a record keeping system for your business, you need to ask yourself some very important questions
04/08/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Address

30 Columbia Tpke
Florham Park, NJ
07932

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19733012360

Website

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