
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
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.comEducation
- 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.