Summit Asset Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · New Jersey, United States · 11-50 Employees
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Overview
Headquarters
30 Columbia Tpke Ste 101, Florham Park, ...Phone Number
(973) 301-2360Website
www.summitasset.comRevenue
$6.3 MillionIndustry
About Summit Asset Management
Summit Asset Management, located in Florham Park, NJ, specializes in independent wealth management and customized financial planning services. The firm aims to empower clients in Morris County to make confident, goal-oriented financial decisions through tailored guidance. Their offerings include portfolio management, tax preparation, retirement planning, and long-term care solutions, all delivered with a focus on personal care and understanding. Summit Asset Management serves individuals seeking comprehensive financial strategies to navigate both market fluctuations and personal life changes.Explore more
Summit Asset Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
<$5M
2007
CS
Cynthia StaufferCertified Financial Planner & Professional & EA Agent (Enrolled )
Summit Asset Management Tech Stack
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Summit Asset Management, located in Florham Park, NJ, specializes in independent wealth management and customized financial planning services. The firm aims to empower clients in Morris County to make confident, goal-oriented financial decisions through tailored guidance. Their offerings include portfolio management, tax preparation, retirement pla... Read More
