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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 40 years.

Summit Financial, LLC, established November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all of their investment advisory and financial planning business.

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


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.


Donna Bontempo Photo

Donna Bontempo

Administrative Assistant

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.

Stan Gregor Photo

Stan Gregor

Chief Executive Officer
Steven Weinman Photo

Steven Weinman

Michael Bremer Photo

Michael Bremer

Chief Operations Officer
Kevin D. Barry Photo

Kevin D. Barry

Chief Investment Officer
Mara Stempler Photo

Mara Stempler

Chief Financial Officer
Barbara Hawkesworth Photo

Barbara Hawkesworth

Chief Legal Officer
Ed Friedman Photo

Ed Friedman

Director of Growth and Business Development
Steve Pfundstein Photo

Steve Pfundstein

Chief Technology Officer
Craig Weiss Photo

Craig Weiss

Chief Compliance Officer
Keith Soltis Photo

Keith Soltis

CO-General Agent, Managing Director
Jenna Bloomgarden Photo

Jenna Bloomgarden

Director of Marketing and Advisor Development
Sarah Rich Photo

Sarah Rich

Chief Administrative Officer
David Porro Photo

David Porro

Director of Insurance
Noreen Brown Photo

Noreen Brown

Deputy Chief Investment Officer
Brandon Smith Photo

Brandon Smith

Director of Integrated Planning Group
Tara Pizzutillo Photo

Tara Pizzutillo

Director of Investment Operations
James Rabasca Photo

James Rabasca

Senior Tax Specialist
Steven Melnick Photo

Steven Melnick

Associate Director Investment Management
Craig Amico Photo

Craig Amico

Associate Director Investment Management

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


Family With

35 to 50
Years Old

Give Us a Call

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.




  • Estate Planning in-depth review and feedback of current documents, confirmation of current plan’s effectiveness and/or comprehensive strategy redesign and management
  • Retirement Forecasting including an understanding of personal goals and current resources, stress test of possible retirement scenarios, custom plan of recommended distribution strategies and personalized retirement path
  • Comprehensive Tax Planning review and evaluation, coordination and implementation of tax reduction strategies and cash flow maximization
  • Education Planning projecting your childrens’ higher education costs and developing tax-efficient funding strategies in line with your financial objectives
  • Legacy Planning advising charitable giving to your meaningful causes, both during your lifetime and beyond, while employing significant tax benefits.



  • Integrated Investment Strategy works in tandem with your overall financial plan
  • Independent Approach the ability to meet your goals and objectives while being free from having to offer proprietary products or services
  • Managed Portfolios low cost, tax efficient, actively or passively managed
  • Broad Array of Offerings such as Separate Managed Accounts (SMAs), Hedge Fund and Private Equity
  • Consolidated Reporting as well as ongoing performance measurement and evaluation



  • Comprehensive Review analyze all current contracts and coverage and determine an insurance strategy, including life, disability, long term care and excess liability policies.
  • Needs Analysis implement appropriate coverage from a wide variety of nonproprietary products in the most tax-efficient, cost-effective way best suited for your situation
  • Continued Monitoring ensure that your chosen insurance strategy is the right fit over your lifespan.

Schedule a Meeting Today

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 Pathway to Purpose Planning Solution



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


Fact Finding Interview

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


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.


Integrated Wealth Analysis

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


Plan Implementation

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


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

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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!

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