Joseph Pizzolato

Joseph Pizzolato is a Senior Advisor for Summit Financial, LLC. His career in the financial arena spans over 32 years and during that time he has worked with retirees, executives, and business owners. He offers his clients the most comprehensive tax savings/wealth accumulation strategies available in today’s marketplace. Joseph’s expertise has let him to the podium on many occasions to speak at various retirement and asset protection seminars and workshops. In speaking at these events, Joseph places great emphasis on tax savings/wealth accumulation, money management, estate preservation, charitable giving and retirement planning. Joseph takes pride in being able to cultivate long-term relationships with each of his clients. By committing to always place his clients’ needs, goals and desires first, Joseph is able to lay the foundation down for trust which is essential before any professional recommendations can be made. He has helped numerous individuals and companies meet their goals of wealth accumulation, wealth preservation as well as wealth transfer to succeeding heirs. He works with directors of charitable organizations to design and implement innovative wealth creation and asset management programs. Joseph’s many years of experience have enabled him to acquire the knowledge and common sense to become an expert in handling the financial issues of business owners and retirees. These include the fear of outliving their money, education planning for loved ones, tax reduction, estate planning and more. It is evident that of all Joseph’s achievements and successes, his ability to provide real value to business owners as well as to retirees with regards to their short and long-term financial planning needs is what he takes the greatest pride in. Joseph is dedicated to offering solid, quality planning to all of his clients for their benefit and the benefit of their families. Joseph is married, and has three children and two grandchildren. He is involved with different volunteer activities and enjoys golfing, skiing, offshore fishing and traveling around the United States with his family. *Summit Financial, LLC was established with the vision to serve our clients’ needs with a holistic approach to their current tax preparation needs and planning their own retirement tax outcome long term.


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