David S Weinerman- Summit Financial

Services Offered

• Investment Management
• Tax Mitigation
• Estate Planning
• Charitable Giving
• Life Insurance
• Lending
• Retirement Planning

About

David Weinerman is a financial advisor based in Parsippany, New Jersey, serving high-net-worth families with over thirty years of wealth management experience. He specializes in developing comprehensive financial strategies that include investment management, tax mitigation, estate planning, charitable giving, life insurance, lending, and retirement planning. David's extensive experience allows him to cater to a diverse clientele, providing tailored advice to help clients achieve their financial goals. He has been recognized in various prestigious lists, reflecting his commitment to excellence in the financial advisory field.

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