Salvo Wealth Group

I grew up in my father’s family owned business named the Atlantic Candy Kitchen in Seaside Heights, NJ. I personally saw my own father struggle financially. Growing up, we didn’t have much, but my father always did what he could to make sure we had food on our table each night. He worked 7 days a week. I’ve never known a harder worker.

A little over a decade after my father retired from the Atlantic Candy Kitchen, he ran out of money. Thankfully, my siblings and I were able to support him until his passing at the incredible age of 98.

I thought to myself, what would have happened if we weren’t able to support him? How would things have ended for my father? 

At the time, I was in the early stages of my financial career. I was a financial adviser, offering the typical, basic financial planning. 

It was at this point that I decided I wanted to become an expert in the area of income tax strategies, charitable planning, estate planning, and investment planning. I wanted to prevent what happened to my father from happening to others.

This was a pivotal point in my career. I went on to start Summit Financial Resources in 1982 with several Summit colleagues, from my secretary’s kitchen with the goal of building a comprehensive financial planning firm, with all the necessary specialization and support under one roof.

Today, Summit Financial, LLC is a SEC Registered Investment Adviser, a privately owned financial planning and wealth management firm that advises clients and is affiliated with over $5 billion in assets.

The Salvo Wealth Group is my private practice where I leverage Summit Financial, LLC - where my team and I help our clients build the best possible financial strategy.