Joseph W. Spada, CFP®, is the senior owner and board member of Summit Financial Resources, Inc. and also serves as the Managing Director. Summit Financial Resources, Inc. is a 200 person, privately owned financial counseling firm. Mr. Spada has 27 years experience specializing in solving problems and maximizing opportunities for ultra high net worth families. Mr. Spada is co-author of “Family Wealth Counseling – Getting to the Heart of the Matter” book. He is also the co-founder of The Family Wealth Institute, a think tank for cutting-edge estate, wealth transfer, income tax, retirement, philanthropic and asset protection strategies. Mr. Spada is the creator of The Family Legacy and Wealth Control Process which enables clients to eliminate 100% of their capital gians and estate taxes thereby controlling and directing all of their wealth to children and private family foundation.

Joseph W. Spada
Managing Director
Summit Financial Resources, Inc.

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