Sal is a gifted communicator with a passion for helping people empower themselves and their loved ones. This passion stems from caring for his five children, one of which is special needs, along with his bride of 45 years. He teaches clients how they can leave a legacy of not just their money, but also a lasting legacy of values along with making a significant impact on the community. Sal has advised wealthy individuals and families from coast to coast for over 40 years. His counsel and assistance have saved them over hundreds of millions in estate and income taxes.
He is a Co-Founder of Summit Financial Resources, Inc, a financial advisory firm encompassing the expertise of over 300 professionals, and Founder of the Institute for Family Wealth Counseling. Sal is a nationally recognized financial educator, speaker and lecturer. He has been featured on CNN and CNBC. You may have heard him on the radio station WMTR, where he hosted the show “The Road to Significance” for more than 3 years. Sal has co-authored the book: “Getting to the Heart of the Matter: A Revolution in Estate Planning,” and has co-authored two more books entitled, “The Serving Leader” and “Giving Transforms You.”
He has conducted hundreds of presentations across the country on Income Tax Reduction and Estate Tax Elimination. Sal focuses his career on a family’s happiness and health through a proactive and strategic financial approach. He welcomes the opportunity to help you and your loved ones achieve the same inner peace that he has helped his clients achieve.
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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