Joseph W. Spada CFP® Private Wealth Advisor Summit Financial

Joseph W. Spada, CFP® is a Private Wealth Advisor at Summit Financial located in Parsippany, New Jersey.

Summit Financial is an independent financial planning/wealth management firm. Summit’s 200 professional and support personnel are committed to holistically analyzing and integrating all areas that impact the growth and protection of our clients’ wealth. Our 40-year time-tested process helps solve problems and maximize opportunities with the objective of aligning our clients’ wealth and life goals. Once our planning is optimized our clients experience an enhanced level of security, purpose, and fulfillment.

With decades of experience advising clients, Joe heads Summit’s leading high net worth wealth management practice. He is a nationally recognized specialist on estate, business, wealth transfer, income tax, investment, retirement, philanthropic and asset protection planning for business owners, high net worth individuals and families.

Joe is a sought after thought leader on strategies to help reduce income/estate taxes to grow and protect family wealth. He has made appearances on Bloomberg TV and CNBC. He has also written articles and has been quoted in Barron’s, The New York Times, The Wall Street Journal, Forbes, and Worth Magazine, among others. Joe earned his Bachelor’s degree from Kean University in political science and received his Certification for Financial Planning from the College for Financial Planning.

Specialization:

Comprehensive Financial Planning
Retirement Planning
Investment Planning
Estate Planning
Insurance/Risk Management
Philanthropic Planning
Business Planning

Business Experience:

Private Wealth Advisor – Summit Financial
Shareholder – Summit Companies
Senior Principal, Board of Directors member at Summit Financial Resources, Inc.
Personally trained over 200 financial advisors

Personal:

Past Founding President of the Morris County Chapter of Legatus, an international Catholic business leaders organization
Chairman of the Tri-County Scholarship Fund which provides scholarships to financially challenged New Jersey children – without regard to race or religion – by offering scholarships to better, safer and values-based independent schools that help students to reach their full potential.
Member of the Financial Planning Association
Joe and his wife Tammy reside in Mendham, NJ with his four sons, Joseph, Christopher, Jarett and Brett

Interests:

Faith, family, physical fitness, golf, sports, reading, travel and Ferraris

Contact Info:

Joseph W. Spada, CFP®

Summit Financial

4 Campus Drive

Parsippany, NJ 07054

Main Phone: 973-285-3600

Direct Phone: 973-964-5713

Direct Fax: 973-201-4897

Summit Financial Website

Joseph W. Spada, CFP® offers Investment advisory and financial planning services offered through Summit Financial an SEC Registered Investment Adviser.

About Summit Financial:

Summit Financial Holdings, LLC’s (“Summit Financial” or “Summit”) affiliated firms include, but are not limited to, Summit Financial, LLC*, Summit Risk Management, LLC, Summit Advisory Services, LLC, Summit Services IT, LLC, and Summit Growth Partners, LLC.

*Summit Financial, LLC, a SEC Registered Investment Adviser 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.

As an independent financial services firm for 40 years through its predecessors Summit Equities, Inc., and Summit Financial Resources, Inc., Summit and its affiliates are proud to continue their legacy of guiding clients toward financial success by aligning extensive experience with a forward-thinking philosophy, adapting to industry changes for the sake of best serving our clients now and well into the future. With customized, holistic and hands-on advice, we turn life’s aspirations into success stories. Our financial advice focuses on individual needs and values, not industry norms. To learn more about our firms, please visit our website at www.SummitFinancial.com.