Joseph Spada | Source | Private Wealth Advisor at Summit Financial

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Joseph Spada

Private Wealth Advisor at Summit Financial
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Joseph W. Spada, CFP® is a Private Wealth Advisor at Summit Financial based out of Parsippany, NJ.. Summit Financial, LLC is an independent, privately owned, 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.

Joe is a sought after thought leader on strategies to help reduce income/estate taxes to grow and protect family wealth. He has made appearances on Bloomberg TV and CNBC. He has also written articles and has been quoted in Barron’s, The New York Times, The Wall Street Journal, Forbes, and Worth Magazine, among others.”

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  • Low-Risk Investment Strategies for Retirees: Expert Insights
    Joseph highlights High-Yield Savings Accounts as "a great option for a client’s emergency fund," offering liquidity and low risk. He notes that "CDs can be a good option for risk-averse clients," while U.S. Treasury Securities provide state tax-free interest. Each option balances risk and return for retirees, ensuring financial security.
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  • "We would like to see more retail investors gain access to the private credit space, and if the investment industry can create a product to accomplish that, we think it would be a positive advancement."

  • “When it comes to alts, it behooves an advisor to own the investment personally to get a client to buy into the concept. Study the complexities of the investment so that you can boil it down and explain the pros and cons in simplistic terms.”

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