Summit Asset Management, Inc.

Summit Asset Management, Inc. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Summit Asset Management is a boutique wealth management firm that provides tax efficient, personalized financial planning for individuals, families and corporations. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.FINRA.org www.SIPC.org

For a list of states in which I am registered to do business, please visit www.summitasset.com

Thinking about a prepaid debit card? Consider the pros and cons.
06/10/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Helium prices have surged as tensions in the Middle East disrupt a supply chain critical to chips, data centers, and MRI...
06/10/2026

Helium prices have surged as tensions in the Middle East disrupt a supply chain critical to chips, data centers, and MRIs. With key production damaged and recovery years away, balloon‑filled celebrations may have to wait.

Helium prices have surged as Middle East tensions disrupt a supply chain critical to chips, data centers, and MRIs. With key production damaged and recovery years away, balloon‑filled celebrations may have to wait.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
06/03/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.
05/27/2026

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

Here are a few key factors to consider when naming an executor for your estate.
05/20/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
05/13/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
05/06/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
04/29/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Address

30 Columbia Tpke
Florham Park, NJ
07932

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19733012360

Website

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