Bill resides in Rockaway N.J. with his 4 children and his wife Karen. His personal interests include outdoor activities such as fly fishing and hiking.
Comprehensive Wealth Planning for Wall St. Professionals
Investment/Tax Analysis and Money Management
Risk Management and Insurance Structuring
Retirement and Asset Projection Analysis
Sophisticated Estate Planning and Gifting Strategies
Corporate Benefit Analysis
Since 1993, Bill has focused on, and specialized in, the specific needs and concerns of highly compensated Wall Street professionals.
His 18 years of exclusive market focus has made him uniquely able to address these concerns while bringing an experienced financial perspective to his clients.
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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