Years of Experience: 35
Joseph W. Spada, CFP® is a Private Wealth Advisor at Summit Financial based out of Parsippany, NJ.. Summit Financial, LLC is an independent, privately owned, financial planning/wealth management firm. Summit’s 200 professional and support personnel are committed to holistically analyzing and integrating all areas that impact the growth and protection of our clients’ wealth. Our 40-year time-tested process helps solve problems and maximize opportunities with the objective of aligning our clients’ wealth and life goals. Once our planning is optimized our clients experience an enhanced level of security, purpose, and fulfillment.
With decades of experience advising clients, Joe heads Summit’s leading high net worth wealth management practice. He is a nationally recognized specialist on estate, business, wealth transfer, income tax, investment, retirement, philanthropic and asset protection planning for business owners, high net worth individuals and families.
Joe is a sought after thought leader on strategies to help reduce income/estate taxes to grow and protect family wealth. He has made appearances on Bloomberg TV and CNBC. He has also written articles and has been quoted in Barron’s, The New York Times, The Wall Street Journal, Forbes, and Worth Magazine, among others.”
Private Wealth Advisor – Summit Financial
Shareholder of Summit Equities, Inc./Summit Risk Management, Inc., an indirect owner of Summit Financial. Personally trained over 200 financial advisors.
Nationally recognized specialist and speaker; quoted in The New York Times, The Wall Street Journal, Barron’s, Worth Magazine, Investment News, Financial Planning, Consumer Reports Money Adviser, Bloomberg TV and CNBC. Author of various articles on wealth management and personal financial planning issues published by Forbes, Worth Magazine, Bernards-Ridge Connection and the Trenton Times.
Past Founding President of the Morris County Chapter of Legatus, an international Catholic business leaders organization.
Trustee/Executive Committee Member for the Tri-County Scholarship Fund which provides scholarships for inner city youth.
Board of Directors member for Several Sources Shelters, a non-profit organization that provides assistance and shelter to single-parent families.
Member of the Financial Planning Association.
Resides in Mendham, NJ with his wife Tammy and four sons, Joseph, Christopher, Jarett & Brett
Family, golf, sports, reading, travel and Ferraris
