Summit Financial, LLC, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries. 

Finance

Summit Financial

Summit Financial's headquarters in Parsippany-Troy Hills, NJ, United States

Stan Gregor

Michael Bremer

Noreen Brown

Trish Baker

Steven Weinman

Barbara Matin Hawkesworth

Steve Lieberman

Mara Stempler

Keith Soltis

David Porro

Steve Pfundstein

Sarah Rich

Barbara Hawkesworth

The Investment Team at Summit Financial, LLC, is responsible for devising and implementing investment strategies tailored to high net worth clients. They oversee portfolio management, conduct in-depth market analysis, manage trading operations, and ensure accurate investment reporting. The team collaborates closely with clients to align their financial goals with appropriate investment opportunities, ensuring optimal performance and compliance.

Investment Team

The Financial Planning and Wealth Management team at Summit Financial, LLC, provides personalized financial strategies, including wealth preservation, investment management, retirement planning, insurance, and estate planning. They cater to high net worth individuals, ensuring comprehensive and strategic advice, and deliver customized solutions to enhance clients' financial well-being and meet their long-term goals.

Financial Planning and Wealth Management

The Leadership Team at Summit Financial is responsible for setting the strategic vision and direction of the company, ensuring alignment across all departments to deliver exceptional financial planning services to high net worth clients. This team provides oversight on operational efficiency, legal compliance, financial performance, and investment strategies, while fostering a culture of innovation and excellence within the organization.

Leadership Team

The Marketing and Business Development team at Summit Financial, LLC, is responsible for creating and executing strategic marketing initiatives to attract and retain high net worth clients. This includes lead generation, B2B marketing efforts, client relationship management, market research, and the development of promotional materials tailored to the specific needs of affluent individuals across diverse industries.

Marketing and Business Development

The Finance and Legal Team at Summit Financial, LLC, integrates financial strategy and legal compliance to provide tailored financial planning and asset management for high net worth clients. Comprising key roles such as the CFO, Chief Legal Officer, CAO, and Tax Attorney, the team ensures fiscal prudence and regulatory adherence, optimizing financial outcomes for their discerning clientele.

Finance and Legal Team

The IT and Engineering team at Summit Financial, LLC ensures the company's technology infrastructure is secure, efficient, and scalable. They manage network systems, provide technical support, and develop seamless integration solutions to enhance operational efficiency and support the firm's financial planning services for high net worth clients.

Summit Financial

Org chart

Teams

Investment Team

Financial Planning and Wealth Management

Leadership Team

Marketing and Business Development

Finance and Legal Team

IT and Engineering

Offices

Summit Financial

Org chart

Teams

Investment Team

Financial Planning and Wealth Management

Leadership Team

Marketing and Business Development

Finance and Legal Team

IT and Engineering

Offices

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