Joseph W. Spada, CFP® is a Private Wealth Advisor at Summit Financial located in Parsippany, New Jersey.
Summit Financial is an independent financial planning/wealth management firm. Summit’s 200 professional and support personnel are committed to holistically analyzing and integrating all areas that impact the growth and protection of our clients’ wealth. Our 40-year time-tested process helps solve problems and maximize opportunities with the objective of aligning our clients’ wealth and life goals. Once our planning is optimized our clients experience an enhanced level of security, purpose, and fulfillment.
With decades of experience advising clients, Joe heads Summit’s leading high net worth wealth management practice. He is a nationally recognized specialist on estate, business, wealth transfer, income tax, investment, retirement, philanthropic and asset protection planning for business owners, high net worth individuals and families.