Just click on any name to find out more about our individual principals.
Salvadore R. Salvo, CEBA
The Institute for Family Wealth Counseling
4 Campus Drive, 2nd Floor, Parsippany NJ 07054
Tel: 973-285-3600 Direct Line: 973-285-3580
ssalvo@sfr1.com
Main Office:
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600 Direct Line: 973-285-3580
Education:
• Fairleigh Dickinson University
Specialization:
• Investment Strategies
• Family Wealth Counseling
• Estate Planning
• Financial and Retirement Planning
• Insurance Structuring
Business Experience:
• Co-founder, Principal and Senior Partner/Owner, Summit
Financial Resources, Inc.
• Co-founder of The Institute for Family Wealth Counseling,
think tank for cutting-edge estate, wealth transfer, income
tax, retirement, philanthropic & asset protection
strategies.
• Co-author of highly acclaimed book "Getting to the Heart
of the Matter, A Revolution in Estate Planning for Wealthy
Families".
• Conducts seminars on topics including, "Zero Estate Tax
Planning", and "Family Wealth Preservation in the New
Millennium".
• Former President, Board of Directors, Executive
Association of New Jersey
• Sponsor, Family Business Forum, Institute of
Entrepreneurial Studies, FDU
• Former President, Board of Trustees, Shepherds of
Youth
• Planned Giving Committee, American Heart Association
• Former Member, Board of Trustees, Columbus Hospital
• Board of Trustees, Catholic Education Foundation
• Guest appearances include CNBC's "Market Watch" and
CNN's "Take It Personally"
• Host, "From Success to Significance" WMTR 1250 and
1170 AM radio.
