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Welcome to Your

Personal Path Forward


Schedule a Free Consultation


We’re Armstrong Advisors at Summit Financial, LLC.



A wealth management firm dedicated to shining a light on financial planning solutions for affluent families in New York, New Jersey and Connecticut.

Whether you’re working on Wall Street or simply looking to safeguard your family’s future, we believe in taking a holistic approach to your financial well-being. That’s why we offer comprehensive services designed to complete your financial picture, not just fill in the gaps.


How Can We Help?

Financial Success 

Is Not an Accident


Combining Personalized Service with Comprehensive Solutions


The unique challenges high net worth individuals and families face require sophisticated solutions. Failing to approach every aspect of your financial well-being can lead to poor planning and costly cracks in coverage.

That’s why we stand by the comprehensive services Summit Financial, LLC has been offering for over 35 years.



Team-Approach Financial Planning


Staffed with over 200 people, Summit Financial strategizes every clients’ financial plan from a team approach. And as a part of Summit Financial, Armstrong Advisors has access to a variety of experts including portfolio strategists, insurance benefits consultants, tax specialists and more. These professionals are prepared to coordinate, strategize and present solutions for handling your most complex financial issues.


Take the First Step


Explore Your Personal Path Forward

Robert Armstrong, MA Photo

Robert Armstrong, MA

Founder

With more than 25 years of industry experience, Rob knows that life and planning are inextricably attached at the hip. A passionate and committed entrepreneur, Rob combined the notions of trust, leadership and empathy with the need for well-designed, actionable, independent financial and life advice to launch Armstrong Advisors (at Summit Financial LLC).

Rob’s clients are high net worth executives, successful entrepreneurs and Wall Street professionals. More importantly, they’re mothers and fathers, sons and daughters, husbands and wives. In their lives away from the office, they find themselves routinely sandwiched between raising children and caring for their aging parents.

Rob knows firsthand the pressures his clients face. As a father of three, a husband of 25 years and the proud son of a mother that has spent over a decade in assisted living, Rob is keenly aware of the challenges that life can bring to the table. Rob’s process is rooted in bringing his experience, confidence and leadership to like-minded families who want to navigate the road ahead.

Rob graduated from Gettysburg College with a BA in Management and Fairleigh Dickinson University with a Master’s Degree in Financial Economics.

Give Me a Call Today

Donna Bontempo Photo

Donna Bontempo

Donna Bontempo has been affiliated with Summit Financial since November 2018, providing all aspects of administrative support to Robert Armstrong and his clients, learning the value of client care, ethical conduct, honesty and trust.

Donna has earned a BS from Excelsior College, Albany, NY and Doctor of Chiropractic degree from Life University, Marietta, GA.

She has most recently worked for 14 ½ years at UBS, a Swiss bank, starting as an administrative assistant and ending as an executive assistant to the managing director of Wealth Management Operations for the entire United States. She has held several positions over the years in operations, learning all aspects of brokerage and sales. She has over 25 years background in the securities industry, beginning in branch operations and advancing to an operations manager for 13 years for Kidder, Peabody and Paine Webber.

She is involved with several volunteer organizations including the NJ Food Bank, the Susan J. Komen Breast Cancer Organization serving on the North Jersey Grant Committee, SIFMA Foundation InvestWrite Project (Securities Industry and Financial Markets Association) and St. Peter’s Haven, Food Bank and Traditional Family Shelter in Clifton, NJ.


If Life Feels Like a Balancing Act, You’re Not Alone


At Armstrong Advisors, we aim to serve hardworking high-earners looking to strike a balance between helping their children, caring for aging parents and achieving their own personal goals. Whether your office overlooks Wall Street or you’ve built up wealth your way, we understand the unique responsibilities and obligations your net worth comes with.



Does This Sound Like You?



Has $3 - $5M
in Assets


Well-Established
Career


Family With
Children


35 to 50
Years Old



Give Us a Call

Leave Piecemeal Planning

in the Past


Make Your Financial Health as Important as Your Personal


At Armstrong Advisors, we believe health and wealth go hand-in-hand. Because when it comes to your quality of life, what’s one without the other? That’s why we believe it’s important to do a financial plan check-up. Together we’ll analyze your current situation, diagnose any issues we see and prescribe a strategy toward reaching your financial goals.

The Armstrong Advisors Way



01

Orientation

As we get to know each other, our advisors will review the services we provide.


02

Fact Finding Interview

During this time, we’ll collect any relevant financial, legal, benefit and insurance information.



03

Plan Design Process

Once we have the information we need to understand your current financial picture, we’ll design and develop a plan that’s unique to your needs and goals.


04

Integrated Wealth Analysis

Before we put our strategies into place, we’ll provide you with an explanation and rationale for the plan details.



05

Plan Implementation

Once you’re comfortable with the strategies we’ve created, we’ll put your plan into action.


06

Ongoing Update and Review

We’ll continually monitor your plan to ensure your finances are staying on track. As we review its progress, we’ll implement updates or re-strategize as needed.



Explore your Personal Path Forward Today


What Do You Value Most?


Is it leaving a legacy for your grandchildren? Or maybe it’s protecting the wealth you’ve worked so hard to build. At Armstrong Advisors, we don’t make you choose. We offer comprehensive services that account for your total financial picture.

We’ll shine a light on your path toward financial well-being.

Here’s how.


 

 

Financial
Planning

 
 

 

Investment
Management

 
 

 

Insurance
Review

 


Schedule a Meeting Today

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We’re Ready to Build the Path,

Are You Ready to Take It?

If you’ve been taking the piecemeal approach to your finances for far too long, we’re here to help.

From hardworking families with an accumulation of wealth to well-established Wall Street execs, our advisors can help guide you toward your financial goals. Give us a call or fill out the form below to begin the journey today!


Check the background of this advisor on FINRA’s BrokerCheck.