Sr Wealth Advisor
Years of Experience: 32
Address: 1 Harding Road, Suite 100 Red Bank NJ 07701
Michael brings over 30 years of wealth management and financial planning experience to Summit Financial LLC.
Using a holistic approach, Mike’s team creates a personalized plan integrating all aspects of your unique goals and objectives.
A team of legal, tax, and financial planning experts that collaborate with you…placing YOU at the center.
Michael develops a deep understanding of clients’ financial goals and objectives and integrates best of best firm expertise and leading edge technology to maximize the client experience for families and business owners.
Michael resides in Monmouth County, NJ and has two children. He enjoys spending time with his kids and friends while being a surf fishing enthusiast and active community member.
Disclaimer: “The Summit financial planning design team includes admitted attorneys and/or CPAs who act exclusively in a non-representative capacity with respect to Summit’s clients. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.”
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Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.
This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC
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