Salvadore R. Salvo

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.