Summit Asset Management, Inc.

Summit Asset Management, Inc. is a wealth management firm in Summit, New Jersey, offering independent financial planning and tailored investment strategies to clients across Morris County and beyond. The firm specializes in retirement planning, portfolio management, tax efficiency, education savings, risk management, Social Security optimization, business ownership planning, legacy planning, and real estate planning. Founded by Vince Pallitto, Diane Stafutti, and Alan Becker, the firm expanded in 2022 with the addition of Ryan Becker, who serves as a financial advisor. With a strong emphasis on personalized service, the team provides direct, responsive communication and long-term financial guidance rooted in clients’ individual goals and life circumstances.

The firm operates from its office at 30 Columbia Turnpike, Suite 101, in Florham Park, New Jersey, where it serves clients with a collaborative, client-centered approach. As an independent practice backed by LPL Financial, the largest independent broker-dealer in the United States, Summit Asset Management leverages its independence to offer unbiased financial advice. The team includes professionals with dual expertise in financial planning and accounting, allowing for integrated tax and wealth strategies. Clients consistently highlight the firm’s responsiveness, personalized attention, and deep commitment to their long-term well-being, with testimonials underscoring decades-long relationships built on trust and understanding.

The firm maintains a 5.00 rating based on one verified review, reflecting a strong client experience centered on reliability, transparency, and individualized service. With a focus on empowering clients through thoughtful planning and consistent support, Summit Asset Management stands as a trusted partner in financial security for individuals and families in northern New Jersey and beyond.