Private Wealth Advisor Joseph W. Spada, CFP shares the glue that keeps the Summit advisors together and retention high. The relationships amongst the advisors and the corporate staff, and the support we give one another, have led to over four decades of success.
Joe goes on to describe how the expertise and support of Summit has enabled him to be successful in creating custom comprehensive financial plans for high-net-worth clients with complex needs and continuously grow and evolve his business.
