About Us
Sal never imagined, sitting in his secretary’s kitchen in 1982, that the firm he helped start would be the successful, independent Registered Investment Advisory firm it is today overseeing billions of clients assets. Backed by the expertise of Summit Financial, LLC; we have never been more capable of delivering on our founding principles of holistic financial planning, open architecture access, objective advice, and above all, always centered on the addressing the concerns, ambitions, and dreams of our clients.
The Power of a Good Coach
Created and founded by me, Sal Salvo. We specialize in helping successful retirees, physicians, and business owners.
We help our clients build a unique strategy that prevents them from spending money unknowingly and unnecessarily. We do so by reducing friction in managing assets (taxes, costs, etc.), increasing their lifestyle and getting more to their heirs efficiently.