Video Series: Reduce Taxes

Salvo Wealth Group

Video Series: Reduce Taxes

Contact Info

Phone: (973) 285-3580
E-Mail: bhalpern@sfr1.com

Salvo Wealth Group - Summit Financial Resources
4 Campus Drive 2nd Floor, Parsippany, NJ 07054

"We are dedicated to enriching the well-being of our client’s families, businesses, and
charities while creating a positive impact on the community."

Disclosure – Form CRS Link here.

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser, doing business as Salvo Wealth Group. 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. Insurance is offered through Summit Risk Management, LLC, an affiliate of Summit Financial LLC. Summit Financial, LLC, an SEC registered investment advisor established November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all of their investment advisory and financial planning business. NOT FDIC INSURED NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY

4 CAMPUS DRIVE. 2ND FLOOR | SALVO WEALTH GROUP | PARSIPPANY. NJ 07054 | PHONE: (973) 285-3580

(A) Summit Investment Advisory Brochure (2A) here;

(B) Summit Wrap Fee here

(C) the Summit Privacy Notice here; and

(D) Summit Business Continuity Plan here.