Salvadore R. Salvo

Years Experience:
  • 40

The Institute for Family Wealth Counseling

4 Campus Drive, 2nd Floor

Parsippany NJ 07054

Tel: 973-285-3600

Direct Line: 973-285-3580

www.salsalvo.com

 

Main Office:

Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054

Tel: 973-285-3600

Direct Line: 973-285-3580

Email: ssalvo@sfr1.com

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.